Cheyenne Walker

Financial Advisor

CFP®

Cheyenne G. Walker is a CERTIFIED FINANCIAL PLANNER® professional with over 19 years of financial sector experience. The holder of a Bachelor of Arts degree in Finance from Sonoma State University, the native Northern Californian lives with his wife, Kathleen, and their two daughters, Emma and Kylie, in Petaluma, California.

Latest Insights


The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

Read more
How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

Read more
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

Read more