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. Megan has been named to the Forbes 2022 and 2023 lists of America’s Top Women Wealth Advisors—Best in State. Megan spent the first twelve years of her career as a Vice President at Ayco, A Goldman Sachs Company. She was also a Vice President at BNY Mellon Wealth Management prior to launching her own firm. She has a BA in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a senior contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including the Wall Street Journal, the Washington Post, CNBC, and US News. 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 $200 million endowment.

“Presidents’ personal finances open a window to their souls. In Gorman’s perceptive telling, presidents pair up in unexpected ways: Truman and Coolidge were both worrywarts. Eisenhower and Truman both wanted to reduce taxes on their book profits. FDR lost $24,000 in the lobster business. This book is the right gift for anyone in finance or accounting.”

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. Megan has been named to the Forbes 2022 and 2023 lists of America’s Top Women Wealth Advisors—Best in State. Megan spent the first twelve years of her career as a Vice President at Ayco, A Goldman Sachs Company. She was also a Vice President at BNY Mellon Wealth Management prior to launching her own firm. She has a BA in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a senior contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including the Wall Street Journal, the Washington Post, CNBC, and US News. 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 $200 million endowment.

“Presidents’ personal finances open a window to their souls. In Gorman’s perceptive telling, presidents pair up in unexpected ways: Truman and Coolidge were both worrywarts. Eisenhower and Truman both wanted to reduce taxes on their book profits. FDR lost $24,000 in the lobster business. This book is the right gift for anyone in finance or accounting.”

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. Megan has been named to the Forbes 2022 and 2023 lists of America’s Top Women Wealth Advisors—Best in State. Megan spent the first twelve years of her career as a Vice President at Ayco, A Goldman Sachs Company. She was also a Vice President at BNY Mellon Wealth Management prior to launching her own firm. She has a BA in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a senior contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including the Wall Street Journal, the Washington Post, CNBC, and US News. 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 $200 million endowment.

“Presidents’ personal finances open a window to their souls. In Gorman’s perceptive telling, presidents pair up in unexpected ways: Truman and Coolidge were both worrywarts. Eisenhower and Truman both wanted to reduce taxes on their book profits. FDR lost $24,000 in the lobster business. This book is the right gift for anyone in finance or accounting.”