Kimberly D. Overman, CFP®

Kimberly D. Overman, CFP®

President and Chief Investment Officer

Kimberly D. Overman of The Financial Well, Inc. is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 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. Additionally, Ms. Overman provides financial counseling to military families through the Veteran Administration Beneficiary Financial Counseling Service.

In addition to appearing on WFLA Channel 8, WTSP Channel 10, and FOX Channel 13, she has been quoted in the Wall Street Journal, New York Times, Wealth & Retirement Planner Magazine, Tampa Tribune, MSN Money Central, Money Magazine, and the St. Petersburg Times. Ms. Overman taught investment courses at University of South Florida and provides retirement and financial planning education workshops for Federal employees of the Veteran Administration Hospitals, Department of Labor and the National Oceanic Atmospheric Administration. Ms. Overman is Past Chairperson of the Financial Planning Association of Florida and President Elect for the Tampa Bay Estate Planning Council.

Phone 813-229-2000
Fax 813-229-2005