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Principal: Vernon V Chatman III, CFP
Certified Financial Planner
Certificate in  Personal Financial Planning
Registered Tax Practitioner and ERO

Professional Background

I began my career, in 1964, as a systems engineer for IBM in Portland Oregon. In 1970, I joined Corporate Information Systems Financial Analysis to develop an on-line product pricing system; for this effort I received an Outstanding Contribution award in 1973. I attended IBM’s System Research Institute in 1972. After 1972 I worked in the IBM Systems Development Division, Business Plans and Controls—Complex System and Programming Strategy; SCD Project Control; IMS/VS Controls, and other planning functions at IBM’s Santa Teresa Laboratory (STL) in San Jose, CA. I have also served as manager of Advanced Data Base Plans and Controls as well as STL business planning manager.

I completed my undergraduate work at Portland State University, receiving a B. S. in humanities in 1963. Before joining IBM, I performed postgraduate studies at the University of Oregon in the Department of Interdisciplinary Studies, working in philosophy, English, and computing.

I retired from IBM in 1994. I also worked for H & R Block before, in 1996, adding tax preparation to my financial information business (TFI). Since the late seventies I have worked with tax haven investments in multiple countries.

Professional Affiliations

I am a member of the Financial Planning Association (FPA).


I have published in the areas of philosophy, literature, computing, and financial planning. One of my publications has been required reading for a course at Carnegie Mellon University.

Vernon V Chatman III on ResearchGate