Chequers Financial Management LLC

Natalie Masarweh is a financial advisor with Chequers Financial Management LLC in San Francisco, holding a Series 65 designation. She has one year of industry experience and previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Outside of finance, her background includes roles in education and hospitality. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation with low-cost, passively managed funds and integrates comprehensive planning including estate, tax, and alternative investment strategies.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.

Jakob Adams is a financial advisor at Chequers Financial Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Chequers since 2022. Prior to joining Chequers, he held roles at Marlanna Capital Advisory and House of Mana UP. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, along with comprehensive planning including estate, tax, and alternative investment strategies.

Reed Mccue is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with nine years of industry experience. He has been with Chequers Financial Management since 2016. Chequers Financial Management provides bespoke wealth management and financial planning primarily for ultra-high-net-worth individuals, multi-generational families, and related trusts, estates, foundations, and business entities. The firm emphasizes strategic and tactical asset allocation using low-cost, passively managed funds and integrates comprehensive planning including estate, tax, and alternative investment strategies.

Rodney La Fleur is a financial advisor at Chequers Financial Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked in education, including roles at West Contra Costa Unified School District and Teach For America. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passive investment vehicles alongside comprehensive planning services.

Edward Kearney is a financial advisor at Chequers Financial Management LLC in San Francisco, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, including three years at BNY Mellon before joining Chequers Financial Management in 2016. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, integrated with comprehensive planning services.

Yukun Wang is a financial advisor at Chequers Financial Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Chequers since 2018. Prior to that, he was affiliated with the Behring Global Educational Foundation and Aflac. Chequers Financial Management specializes in wealth management and financial planning for ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation, low-cost passive investments, and comprehensive planning services.

Patricia Delgrande is a CFP® and an advisor at Chequers Financial Management LLC with four years of experience at the firm. She also serves as COO and CFO of DN&E Walter & Co., where she has worked since 2000. Chequers Financial Management provides wealth management and financial planning primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm employs a strategic and tactical asset allocation approach, emphasizing low-cost, passively managed funds and comprehensive planning services.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 65 and Series 66 designations and has been with Chequers since 2015. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds alongside comprehensive planning that includes estate, tax, and alternative investment strategies.