Kimberly Overman 224 connecties

Kimberly D. Overman of The Financial Well, Inc. is a CERTIFIED FINANCIAL PLANNER™ professional with over 27 years of experience offering financial planning, pension consulting, and wealth management services to individuals and family businesses, as well as to corporations and non-profit organizations. Ms. Overman is directly responsible for the leadership and direction of the Company to ensure such financial planning and investment activities are being performed to the expectations of the clients. Ms. Overman also provides special needs and elder-care consulting and planning for individuals as they work with their legal, structured settlement, care management and trust advisors.

In addition to appearing on WFLA Channel 8 and FOX Channel 13, she has been quoted in Wealth & Retirement Planner Magazine, Tampa Tribune, MSN Money Central, Money Magazine, and the St. Petersburg Times. Ms. Overman teaches investment courses at University of South Florida and provides retirement planning education workshops for Federal employees of the Veteran Administration Hospitals, Department of Labor and the National Oceanic Atmospheric Administration. Ms. Overman is on the Executive Committee and is President of the Financial Planning Association of Tampa Bay and the 2010 President-Elect of the Financial Planning Association of Florida.