San Francisco, CA Office

Natalie Masarweh is a financial advisor at Chequers Financial Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on personalized financial planning and discretionary investment management that includes passive asset-class funds and alternative investments for qualified clients. The firm offers tailored service tracks such as Personal CFO/Corporate Executive and Multi-Family Office services, addressing wealth transfer, estate planning, and ongoing financial administration.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.

Jakob Adams is a financial advisor at Chequers Financial Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Chequers since 2022. Prior to joining Chequers, he held roles at Marlanna Capital Advisory and House of Mana UP. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, along with comprehensive planning including estate, tax, and alternative investment strategies.

Kyla Dolorfino is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 credential and having one year of industry experience. Prior to joining Chequers, she gained experience at Fremont Bank and has an academic background from the University of California, Merced. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and related entities with tailored advisory services, combining customized financial planning and discretionary investment management. The firm focuses on complex client needs through Personal CFO/Corporate Executive and Multi-Family Office service tracks.

Reed Mccue is a financial advisor at Chequers Financial Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Chequers Financial Management since 2016. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals, complex multi-generational families, and their associated entities. The firm offers Personal CFO and Multi-Family Office services, combining customized financial planning with discretionary investment management focused on passive asset-class funds, disciplined rebalancing, and alternative investments for qualified clients.

Rodney La Fleur is a Series 65 licensed advisor at Chequers Financial Management LLC with two years of industry experience. Prior to joining Chequers in 2023, he worked in education roles including positions at the West Contra Costa Unified School District and Teach For America. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and their related entities through tailored advisory services, combining customized financial planning with discretionary investment management that emphasizes passive asset-class funds and alternative investments for qualified clients.

Edward Kearney is a ChFC® with 19 years of industry experience. He has been with Chequers Financial Management LLC in San Francisco since 2016. Chequers Financial Management LLC provides bespoke advisory services to ultra‑high‑net‑worth individuals, multi‑generational families, and their associated entities. The firm offers customized financial planning combined with discretionary investment management, focusing on passive asset-class funds and alternative investments for qualified clients.

Yukun Wang is a financial advisor at Chequers Financial Management LLC with seven years of industry experience. He has worked at Chequers since 2018 and previously was with Behring Global Educational Foundation and Aflac. Wang holds a Series 65 credential and is based in San Francisco, CA. Chequers Financial Management LLC serves ultra-high-net-worth individuals and complex multi-generational families, offering tailored advisory services including Personal CFO and Multi-Family Office service tracks. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds alongside alternative investments for qualified clients.

Patricia Delgrande is a CFP® professional with over 27 years of industry experience, currently serving at Chequers Financial Management LLC. She also holds the roles of COO and CFO at DN&E Walter & Co. based in San Francisco. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals and complex multi-generational families, combining customized financial planning with discretionary investment management and Multi-Family Office capabilities.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Chequers since 2015, following nine years with Goldman Sachs Wealth Services. Chequers Financial Management LLC serves ultra-high-net-worth individuals and complex, multi-generational families, offering tailored advisory services including Personal CFO/Corporate Executive and Multi-Family Office service tracks. The firm combines customized financial planning with discretionary investment management, focusing on passive asset-class funds, disciplined rebalancing, and alternative investments for qualified clients.