As a Wealth Manager, Chuck takes the time to examine each client’s individual values, interests, relationships and goals. With a passion for educating, Chuck also offers informational seminars and classes regarding retirement for his clients.
Chuck began his career in 1983 as a retirement representative with a large insurance company. He received his B.S. Degree in Chemical Engineering from the University of Tulsa. Chuck furthered his education in the Financial Planning industry by obtaining his CLU, ChFC, CFP and LUTCF from the College of Financial Planning. He also holds Series 7, 65 and 24 securities registrations.
With a focus on meeting each client’s goals, Chuck is qualified to lead his clients on their Wealth Management journey.
Chuck Bigbie, CLU, ChFC, CFP®
Woodland Wealth Management
7233 South 85th East Avenue Suite 400
Tulsa, OK 74133
[email protected]
918-495-1244
http://www.chuckbigbie.com/
Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management,Inc. a Registered Investment Advisor.
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Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.
Licensed Insurance Professional. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.
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