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


When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income

‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.

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From Severance to Strategy: Wealth Moves for Executives After a Layoff

When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …

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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk

Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …

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