Megan Gorman, JD

Founder, Chequers Financial Management

Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan has been named to the Forbes 2024 Best In State Wealth Advisors, 2024 and 2022 list of America’s Top Women Wealth Advisors – Best in State. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. Megan is currently serving on the Board of Trustees for the National Endowment for Financial Education (NEFE). She is Chairwoman of the Investment Committee for the $200m endowment. Megan’s first book, All The Presidents’ Money: How The Men Who Governed America Governed Their Money, was published in September 2024 by Regalo Books.