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Megan Gorman

Senior Contributor at Forbes & Managing Partner at Chequers Financial Management

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Megan Gorman Biography

Megan Gorman has been coloring outside the lines from an early age and continues to do so today. She grew up in the picturesque Victorian resort of Cape May, New Jersey – but she’s not your typical small-town girl — she is the female founder of a business in an industry that doesn’t typically see many women in top leadership roles.

Over the years, she has learned that the psychology of money – and the ability to understand our individual money stories no matter how much money we may have – is the key to making better financial decisions. She likes to explore how we all relate to money and how it has impacted our current financial standing through the lens of psychology, early childhood, pop culture and history.

As the Founding Partner of Chequers Financial Management, a high net worth tax and financial planning firm headquartered in San Francisco. 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 attended Rutgers School of Law, where she got her J.D. degree and was on the Law Review. Her case-note on property takings, “Going Up in Smoke” was highly ranked and published. She spent her second summer of law school in Hong Kong, as an intern for a trust company. She also served as a valued research assistant to Distinguished Professor Jay M. Feinman and was acknowledged in his book Un-Making Law: The Conservative Campaign to Roll Back the Common Law, Beacon Press, 2004.

Her initial attraction to law started when she served as a Congressional Page while in high school. She attended Bryn Mawr College, one of the exclusive “Seven Sister” schools, where she earned a BA in history. Always looking for new adventures, after graduation she returned to China and spent a year teaching English to graduate students at Tianjin University.

She spent 11 years as a Vice-President of Financial Counseling at Goldman Sachs, working with senior executives 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, and other topics. She has been regularly quoted in the Wall Street Journal, The Washington Post, CNN Money and US News & World Report among others. Megan is also a frequent podcast guest on The So Money Podcast hosted by Farnoosh Torabi, Dead Celebrity Podcast hosted by Trust & Estates magazine and The Money Tree hosted by Kirk Chisholm.

Megan is also a Senior Contributor at Forbes where she writes on the areas of personal finance, tax and estate planning. She is also a contributor and on the Advisory Board of Swaay Media Inc. Megan recently launched an Internet radio show, “The Wealth Intersection – Your Money * Story * Life” on VoiceAmerica, the leading internet radio network.

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FAQs
  • HOW TO BOOK Megan Gorman?

    Our booking agents have successfully helped clients around the world secure talent like Megan Gorman for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form for Megan Gorman, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Megan Gorman or any other celebrity of your choice.
  • HOW MUCH DOES IT COST TO BOOK Megan Gorman?

    Booking fees for Megan Gorman, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Megan Gorman, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • WHO IS THE AGENT FOR Megan Gorman?

    All American Entertainment has successfully secured celebrity talent like Megan Gorman for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Megan Gorman for your next private or corporate function.
  • WHAT IS A FULL-SERVICE TALENT BOOKING AGENCY?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Megan Gorman or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Megan Gorman or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.
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This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

Senior Contributor at Forbes & Managing Partner at Chequers Financial Management

Travels From:
San Francisco, CA, USA
Speaking Fee:

Megan Gorman Biography

Megan Gorman has been coloring outside the lines from an early age and continues to do so today. She grew up in the picturesque Victorian resort of Cape May, New Jersey – but she’s not your typical small-town girl — she is the female founder of a business in an industry that doesn’t typically see many women in top leadership roles.

Over the years, she has learned that the psychology of money – and the ability to understand our individual money stories no matter how much money we may have – is the key to making better financial decisions. She likes to explore how we all relate to money and how it has impacted our current financial standing through the lens of psychology, early childhood, pop culture and history.

As the Founding Partner of Chequers Financial Management, a high net worth tax and financial planning firm headquartered in San Francisco. 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 attended Rutgers School of Law, where she got her J.D. degree and was on the Law Review. Her case-note on property takings, “Going Up in Smoke” was highly ranked and published. She spent her second summer of law school in Hong Kong, as an intern for a trust company. She also served as a valued research assistant to Distinguished Professor Jay M. Feinman and was acknowledged in his book Un-Making Law: The Conservative Campaign to Roll Back the Common Law, Beacon Press, 2004.

Her initial attraction to law started when she served as a Congressional Page while in high school. She attended Bryn Mawr College, one of the exclusive “Seven Sister” schools, where she earned a BA in history. Always looking for new adventures, after graduation she returned to China and spent a year teaching English to graduate students at Tianjin University.

She spent 11 years as a Vice-President of Financial Counseling at Goldman Sachs, working with senior executives 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, and other topics. She has been regularly quoted in the Wall Street Journal, The Washington Post, CNN Money and US News & World Report among others. Megan is also a frequent podcast guest on The So Money Podcast hosted by Farnoosh Torabi, Dead Celebrity Podcast hosted by Trust & Estates magazine and The Money Tree hosted by Kirk Chisholm.

Megan is also a Senior Contributor at Forbes where she writes on the areas of personal finance, tax and estate planning. She is also a contributor and on the Advisory Board of Swaay Media Inc. Megan recently launched an Internet radio show, “The Wealth Intersection – Your Money * Story * Life” on VoiceAmerica, the leading internet radio network.

Megan Gorman Videos

  • Understanding the SECURE Act and Inherited IRAs with Megan ...
    6 days ago ... Cathy and special guest Megan Gorman discuss how the SECURE Act of December 2019 changed the rules for certain beneficiaries of ...
  • Planning For Your Future Wealth with Megan Gorman from The ...

FAQs on booking Megan Gorman

  • How to book Megan Gorman?

    Our booking agents have successfully helped clients around the world secure talent like Megan Gorman for both live and virtual events for over 15 years. The team at All American Entertainment represents and listens to the needs of organizations and corporations seeking to hire keynote speakers, celebrities or entertainers for speaking engagements, personal appearances, product endorsements, or corporate entertainment. Fill out a booking request form for Megan Gorman, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get pricing information and check availability for Megan Gorman or any other celebrity of your choice.
  • How much does it cost to book Megan Gorman?

    Booking fees for Megan Gorman, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. Pricing often varies between live and virtual events. Other factors that can affect speaker fees include the talent's schedule, market conditions, length of presentation, and the location of the event. The live and virtual event speaking fees listed on this website are intended to serve as a guideline only. In some cases, the actual quote may be above or below the stated range. For the most current fee to hire Megan Gorman, please fill out the booking request form or call our office at 1.800.698.2536 to speak with an experienced booking agent.
  • Who is the agent for Megan Gorman?

    All American Entertainment has successfully secured celebrity talent like Megan Gorman for clients worldwide for more than 15 years. As a full-service talent booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Fill out the booking request form or call our office at 1.800.698.2536, and one of our agents will assist you to book Megan Gorman for your next private or corporate function.
  • What is a full-service talent booking agency?

    All American Speakers is a "buyers agent" and exclusively represents talent buyers, meeting planners and event professionals, who are looking to secure celebrities and speakers for personal appearances, speaking engagements, corporate entertainment, public relations campaigns, commercials, or endorsements. We do not exclusively represent Megan Gorman or claim ourselves as the exclusive booking agency, business manager, publicist, speakers bureau or management for Megan Gorman or any other speaker or celebrity on this website. For more information on how we work and what makes us unique, please read the AAE Advantage.

Megan Gorman is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Megan Gorman for your event is available upon request. Megan Gorman generally travels from San Francisco, CA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Terry Savage, Elle Kaplan, Jean Chatzky, Christina Qi and Nancy Tengler. Contact All American Speakers for ratings, reviews, videos and information on scheduling Megan Gorman for an upcoming live or virtual event.

Megan Gorman Speaker Videos

  • Understanding the SECURE Act and Inherited IRAs with Megan ...
    6 days ago ... Cathy and special guest Megan Gorman discuss how the SECURE Act of December 2019 changed the rules for certain beneficiaries of ...
    Planning For Your Future Wealth with Megan Gorman from The ...

Tell us about your event!

During normal business hours, we respond to most inquiries within 4 hours.

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Speakers Similar to Megan Gorman

This website is a resource for event professionals and strives to provide the most comprehensive catalog of thought leaders and industry experts to consider for speaking engagements. A listing or profile on this website does not imply an agency affiliation or endorsement by the talent.

All American Entertainment (AAE) exclusively represents the interests of talent buyers, and does not claim to be the agency or management for any speaker or artist on this site. AAE is a talent booking agency for paid events only. We do not handle requests for donation of time or media requests for interviews, and cannot provide celebrity contact information.

If you are the talent, and wish to request removal from this catalog or report an issue with your profile, please click here.

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