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


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.

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6 Financial Confessions Successful Investors Admit—Behind Closed Doors

Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.

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4 Hidden Forces That Shape Every Financial Decision

When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.

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