Chuck Overbey

 

Charles is a professional with over 35 years of experience providing financial services to
Individuals, Businesses, Trusts & Estates, Government Agencies,
and other Organizations

 

CFP logo 2 4  

Charles holds the following personal licenses and certifications:

Certifications: Licenses:
Certified Financial Planner™ (CFP)
Certified Public Accountant - Virginia
Certified Public Accountant (CPA)
Registered Investment Advisor
Personal Financial Specialist (PFS) Representative - Virginia
 
 
Charles received his Bachelors Degree in Accounting from Virginia Tech and his Masters Degree in Business from Radford University.
 

 
In addition to his business activities, Charles also was an Instructor for the Virginia Society of CPA's ethics course given to other CPA's and was an adjunct faculty member of the Community College Workforce Alliance.
 
The following describe the certfications and licenses:
 
Certified Financial Planner™:
Certified Public Accountant:
The CERTIFIED FINANCIAL PLANNER™ is a financial planning
credential awarded by the Certified Financial Planner Board of
Standards Inc. (CFP Board) to individuals who meet education,
examination, experience and ethics requirements.
The CPA designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.
 
Personal Financial Specialist:  
A Certified Public Accountant who also offers financial planning
services. Personal Financial Specialists must complete an exam,
have at least three years of financial planning experience, and
submit recommendations before certification. The PFS credential
is a financial planning designation awarded by the American
Institute of Certified Public Accountants (AICPA).
 
 

 

New clients accepted only upon referral.

 

By Appointment Only:

9307 Brook RD •
Glen Allen, VA 23060-2378

At Your Location:

Services are Also Provided at Client Locations
or remotely using secure technology

 

Email: ChuckOverbey@ChuckOverbey.com

 

 

804-266-4016 • ChuckOverbey@ChuckOverbey.com