About Kimberly D Overman, CFP
Kimberly D. Overman, CFP® is the President and Founder of The Financial Well, Inc. with over 28 years of experience in the financial services industry. The Financial Well, Inc. is a fee-only financial planning and wealth management firm located in Tampa, Florida, offering the full range of financial planning services such as retirement, tax, estate, elder-care, risk management and charitable giving planning as well as investment management to individuals, families, corporations, and non-profit organizations. A Bachelor of Science graduate of the University of Maryland and the College of Financial Planning, Ms. Overman is the President Elect of the Financial Planning Association of Florida, Chairman of the local chapter of the FPA, a past Board Member for Voices for Children, a Finance Committee Member for the Hillsborough Education Foundation, and a member of the Tampa Bay Estate Planning Council.
Location of Member
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142 MIDWOOD AVENUE
Beverly Hills, CA 90210
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19 Parkway Drive
Beverly Hills, CA 90210
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PROFESSIONAL INFORMATION
Title : President
Type Of Business : Wealth Management/Registered Investment Advisor
Business Website : www.thefinancialwell.com
Industry : Finance
Company Name : The Financial Well Inc
Expertise : Financial Planning and Asset Management
Years Of Experience In Industry : 28
PERSONAL INFORMATION
Gender : Female
Place of Birth : New York City, NY
Personal Website : www.myfinancialwell.info
Education Degrees : Bachelor of Science
Favorite Business Publication : The Economist
Favorite Place to Vacation : Santa Fe, NM
Hobbies/Sports : Music
PROFESSIONAL BIOGRAPHY
Products And/Or Services : Comprehensive Wealth Management & Planning
Affiliations Awards : Chairman of Financial Planning Association of Tampa Bay President Elect of Financial Planning Association of Florida
Attributes Success To : Hard work and tenacity to putting my clients first.
More About me :
Kimberly D. Overman, CFP® is the President and Founder of The Financial Well, Inc. with over 28 years of experience in the financial services industry. The Financial Well, Inc. is a fee-only financial planning and wealth management firm located in Tampa, Florida, offering the full range of financial planning services such as retirement, tax, estate, elder-care, risk management and charitable giving planning as well as investment management to individuals, families, corporations, and non-profit organizations. A Bachelor of Science graduate of the University of Maryland and the College of Financial Planning, Ms. Overman is the President Elect of the Financial Planning Association of Florida, Chairman of the local chapter of the FPA, a past Board Member for Voices for Children, a Finance Committee Member for the Hillsborough Education Foundation, and a member of the Tampa Bay Estate Planning Council.
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