Megan Gorman has been coloring outside the lines from an early age and continues to do so today. The Founding Partner of Chequers Financial Management, she’s a woman owner of a business in an industry that doesn’t typically see many women in the top leadership role. Add to that the fact that Chequers is a boutique high net worth tax and financial planning firm – firmly committed to ensuring that tax strategy serves as the cornerstone of the financial planning process (also unusual in the industry.) In many cases, Chequers clients have come to the firm because of its reputation for strategy and premier client service. Her expertise has seen her quoted in publications from the Wall Street Journal to The Washington Post to CNN Money.
Megan grew up in the picturesque Victorian resort of Cape May, New Jersey – but she’s not your typical small town girl. She served as a Congressional Page while in high school and went on to Bryn Mawr College, one of the exclusive “Seven Sister” schools, where she earned a BA in history. After spending a year teaching English to graduate students at Tianjin University, China, Megan attended Rutgers School of Law, where she got her J.D. degree and was on Law Review. Her casenote on property takings, “Going Up in Smoke” was highly ranked and published.
Always looking for unique experiences, Megan spent her 2nd law school summer in Hong Kong, as an intern for a trust company. She also served as a valued research assistant to Distinguished Professor Jay M. Feinman (acknowledged in his book Un-Making Law: The Conservative Campaign to Roll Back the Common Law, Beacon Press, 2004). But Megan found her tax courses to be of particular interest and she carried that interest into her career. She spent 11 years as a Vice-President of Financial Counseling at a division of Goldman Sachs, working with senior executives clients on tax planning, estate planning and executive compensation planning.
In 2012, Megan joined BNY Mellon Wealth Management where she worked provided financial planning services to high net worth families, and also served in a fiduciary capacity on large family trusts. Recognized for her expertise in a variety of areas, she speaks regularly on taxes, retirement, LGBT planning and other topics. One of her favorite experiences was delivering a session on financial planning to the San Francisco 49ers football team, and talking about the perils of California state tax. She also spoke on KQED about the Supreme Court United States vs Windsor decision, a landmark civil rights case.
Megan served on the board of AIDS Service Foundation of Orange County, where she was on the inaugural working committee for the organization’s Ride for AIDS, a century ride in Orange County that raised money for HIV research.
Megan and her husband Roger, a wine executive, split their time between their homes in Oakland and Corona del Mar, California.