Megan Gorman is a seasoned consultant, thought leader and advisor in personal finance.
Megan has spent over 18 years consulting with high net worth corporate executives and entrepreneurs in mastering their wealth. She is the managing partner and founder of her own wealth consulting and management firm, Chequers Financial Management in San Francisco, California. Her previous experience includes client facing roles at Ayco, A Goldman Sachs Company and BNY Mellon.
Megan’s unique experience has allowed her to evolve into a thought leader in tax and personal finance. She is a Senior Contributor in Personal Finance for Forbes. She is regularly quoted in leading publications including The Wall Street Journal¸ CNBC, Reuters and NBC News. Megan can be heard regularly on financial podcasts including SoMoney and The Money Tree Investing Show.
She has a B.A. in History from Bryn Mawr College and a JD from Rutgers Law School.