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 Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

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Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

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The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

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