Charles R. Bigbie, III CFP<sup>&reg;</sup> - Financial Advisor

Charles R. Bigbie, III CFP®

Branch Manager

Woodland Wealth Management

7233 S 85th E Ave, Ste 400
Tulsa, OK 74133
(918) 495-1244

General

Charles Bigbie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Woodland Wealth Management in Tulsa, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - LUTCF, CLU

Insurance Licenses

  • Life insurance: OK
  • Health/disability insurance: OK
  • Fixed annuities: OK
  • Variable annuities: OK

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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