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 inheritors of family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. She is frequently quoted across prominent financial media outlets, including the Wall Street Jo
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