Megan has spent over 17 years consulting with high net worth corporate executives and entrepreneurs in mastering their wealth. She has worked in client facing roles at Ayco, A Goldman Sachs Company and BNY Mellon. In 2015, she founded her own wealth consulting and management firm, Chequers Financial Management in San Francisco, California.
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 on financial podcasts including SoMoney and The Money Tree Investing Show.
Megan recently launched her show The Wealth Intersection on the VoiceAmerica Business Channel where she interviews interesting and successful individuals on their personal money story and journey.
Megan contributes her perspective and her knowledge by serving as an advisory board member to Swaay Media Inc.
The Wealth Intersection is the connection between life’s journey, our earliest experience with money and the resulting behavior. Each week, Personal Finance Expert Megan Gorman takes you on a journey to hear the inspiring stories of entrepreneurs, innovators and visionaries. Learn how these dynamic individuals created their path to success and the wealth intersections that occurred.
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