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 Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

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8 Wealth Preservation Strategies for High-Net-Worth Investors

In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …

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