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Kimberly D. Overman, CFP® is the President and Chief Executive Officer of The Financial Well, Inc with over 30 years of experience in the financial service industry. Ms. Overman offers the full range of wealth planning services such as retirement, tax, estate, elder-care, risk management and charitable giving planning as well as wealth management to individuals, families, corporations, and non-profit organizations. Ms. Overman also provides special needs consulting and planning for individuals with disabilities as they work with their legal, structured settlement, care management and trusts.In addition to appearing on WFLA Channel 8, FOX Channel 13, ABC, and CBS, Ms. Overman has been quoted in New York Times, Wealth & Retirement Planner Magazine, Tampa Tribune, MSN Money Central, Money Magazine, and the St. Petersburg Times. Ms. Overman is a contributing writer for several publications including Bay Area Business Magazine and ParentGuide and has taught adult continuing education courses at the University of South Florida. A Bachelor of Science graduate from the University of Maryland and the College of Financial Planning, Ms. Overman is the Past Chairperson of the Financial Planning Association of Tampa Bay, Chairperson of Financial Planning Association of Florida, a past Board Member for Voices for Children, and Secretary of the Tampa Bay Estate Planning Council. In the early 90′s, Ms. Overman was the Chairman of the Hillsborough County Housing Finance Authority.Ms. Overman has been quoted frequently in business press, as well as being featured and interviewed by The New York Times and WFLA News Channel 8. See more at the News section. |
The Financial Well, Inc.
300 South Hyde Park Avenue Suite 210 Tampa, FL 33606
Tel: 813-229-2000 Fax: 813-229-2005 Email: info@myfinancialwell.info |
