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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 National Association of Tax Professionals (NATP), the California Society of Tax Consultants (CSTC),  the National Society of Tax Professionals (NSTP), the Association for Financial Counseling and Planning (AFCPE), the Academy of Financial Services (AFS), and 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.^

The Three Ravens Explicated, Midwest Folklore, Vol. XIII #3, Summer 1963

Figures of Repetition in Whitmans Songs of Parting, Bulletin of the New York Public Library, Vol. 69 #2, February 1965

^"Change points: A proposal for software productivity measurement," Journal of Systems Software, Vol. 31, September 1995