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Wealth Management with an Impact

Specializing in equity compensation and sustainable investing 

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Forward-Thinking Solutions

For Those Who Want More

Over the years, we’ve learned the importance of innovation and leveraging technology to remain informed. At ImpactFI, we believe in doing so with our client’s needs in mind - working to provide the services they need to make a difference.

Learn More About Who We Serve

What It Means To Partner

With ImpactFI

Wealth Management With an Impact

For the San Francisco Bay Area & Beyond

ImpactFI is an independent, black-owned Registered Investment Advisor (RIA) specializing in supporting clients who receive equity compensation and who are interested in leveraging their good fortune as a force for good. We believe that making money and making an impact don’t have to be mutually exclusive. At ImpactFI we leverage the latest technology to deliver a high touch experience, customized strategies, tax efficiency, and accessibility. As a CERTIFIED FINANCIAL PLANNER® (CFP®), our founder is dedicated to putting client’s needs first and learning about who they are in order to develop the solutions that can mean the most in the long run.

Helping Professionals Who Receive Equity Compensation

Manage Their Money & Live the Life They Want

As a hardworking professional, you’ve dedicated your career to focusing long hours on not only your job, but likely your passion. And, outside of work, you’ve spent the time you have with your family and friends, doing what you love. 

At ImpactFI, we work with recipients of equity compensation who are looking to make a positive impact with their wealth. 

Our solutions are designed to optimize what you’ve earned and organize your finances in a way that allows you to enjoy your life. Additionally, you likely value: 

HonestyTransparencyDirect Communication

Sound Like You?

Our firm believes deeply in the representation of all when it comes to finances. As a black-owned business with the ability to be selective about investments and charitable donations, we seek to move the needle with representation. Our diverse range of services can meet the varying needs and values of our clients to help them in multiple ways. If you’re someone who might excel with the help of our services,  let’s connect. We look forward to meeting you. 

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See What We Think

The Connections We Build

Help Set Us Apart

As a firm, we know the importance of remaining true to one’s self and connecting with those who value you as a person, not simply a number. Our goal in providing client-focused services is to truly guide those who want to do more. This may include:

Charitable Giving Being Selective About Investments Allowing Passion Into Your Finances And More

To Do This, We Follow a Process

That Ultimately Begins With You

Discover Our Process

We follow a personalized process to maximize the value get from working with us.

Here Is How We Will Work Together

Step 1


We’ll start with an initial meeting in which we learn more about what you’re looking for and how we can best serve you. Simply select a time that works for you, or give us a call to learn more.

Step 2


We want to get a full picture of your current financial outlook so that we can best develop a strategy that benefits your needs. The best plans are developed when we see the clearest.

Step 3


Next, we’ll use our understanding of your goals to create a plan of action for you to feel better equipped to achieve a confident financial future.

Step 4


Then, after you agree upon the path you want to travel, we implement the plan and walk beside the whole way.

Step 5


Over time, our partnership will evolve based on your lifestyle changes and the financial approach that should be taken.

Leveraging Technology, We’ll Meet You Where You’re At

Our priority is to maintain efficiency and conduct meaningful meetings in order to learn how we can best help you.

Discover More About How We Help

Get To Know Your Advisor

Schedule Time To Meet

Kevin Cheeks, CFP® Photo

Kevin Cheeks, CFP®

Founder and Financial Advisor

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ and the founder of ImpactFI.  With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients.

2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Corps, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business.

When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles!

Featured In:

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ImpactFI is an independent, black-owned Registered Investment Advisor (RIA) specializing in supporting clients who receive equity compensation and who are interested in leveraging their good fortune as a force for good.

We believe that making money and making an impact don’t have to be mutually exclusive. At ImpactFI we utilize the latest technology to deliver a high touch experience, customized strategies, tax efficiency, and accessibility.

The Fiduciary Standard

Registered Investment Advisors (RIAs) are required by law to be a fiduciary. This means we are not compensated based on the products and services we recommend, which is not the case across the financial services industry. A fee-only model mitigates much of the conflict of interests that exist in financial services, as an RIA’s only source of compensation comes from that fee that the client pays us directly, and not from any commissions or revenue sharing from selling certain financial products.

Behind Our Name + Logo

The Cambridge Dictionary defines the word Impact as “a powerful effect that something, especially something new, has on a situation or person.” FI is often used as an abbreviation for Finance or Financial. The multi-colored arrow represents diversity and working together to raise up with one commonality, represented in green. The color green also represents wealth and health.

Areas Of Expertise

  • Stock options and equity compensation, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), and Restricted Stock Units (RSUs)
  •  10b5-1 trading plans
  • Proactive tax planning and tax efficiency
  •  Direct indexing
  • Socially conscious investing and ESG screening
  • Retirement account strategy and management (401K, 403B, 457)
  • Retirement/FIRE/work-optional, goals- based financial planning
  • Charitable giving strategies

Making An Impact

According to the American College of Financial Services “13.4 percent of the U.S. population is African American, yet only five percent of financial advisors are Black.” According to the CFP Board “As of December 31, 2021, the number of CFP® professionals reached an all-time high of 92,055…There are now 1,652 Black CFP® professionals (1.8% of all CFP® professionals).” We are proud that ImpactFi is a part of this ever-growing community of black professionals and black-owned businesses. Representation matters and we are in a unique position to help others and be leaders in our community. As CFP® professionals, we seek to help others build wealth and financial security to be able to pursue their dreams.

Financial Services Investing in Racial Diversity | The American College of Financial Services

CFP Board Surpasses 92,000+ CFP® Professionals, Increases Gender and Racial Diversity of Financial Planning Profession | CFP Board

Sound Like You?

Go One Step Further

See What We Think

Solutions Designed To Help You

Apply True Meaning to Your Wealth

Which One of Our Services Fits Your Needs?

I have $1M+ in investable assets, or the capacity to have $1M+ in investable assets in the near term. I need an expert to help me build a financial plan, strategy and manage my investment portfolio.

Learn More

I have growing complexity in my financial life and need an expert to help me build a financial plan and strategy. I may want a financial advisor to handle my investments for me or do it myself.

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I am just getting started with investing and don’t have the knowledge or time to do this myself. I need an expert to set me up with the basics.

Learn More


Let’s Stay Connected

While we are based in the San Francisco Bay Area, our clients are located throughout the United States. Utilizing digital capabilities, we work with you to develop a financial strategy no matter where you’re located.

Schedule time with our team to get started today.

Schedule a Consultation

Contact Us

Certified Financial Planner

Financial Planning Association
XY Planning Network
I Am A Chip Pro | A Financial Professional For Everyone
The National Association Personal Finance Advisors
Fee Only Network Member