Marla R. Chambers, CPA, CFP®, CPRC
Marla is a Wealth Advisor who works with clients to create custom financial plans that fit their goals and objectives. She enjoys finding ways for clients to keep more money in their pockets through strategic tax planning, retirement planning, investment advisory, estate and succession planning and all-around financial decision making.
She started processing income tax returns in a public accounting firm her senior year of high school and has spent her entire career in tax, accounting and financial planning. She joined Waverly Advisors with the acquisition of Buckingham Advisors which she joined in September of 2015.
She is a member of the Patterson Park Church and serves on the Finance Committee and in Awana. She and her husband, Matthew, love spending time with their children and grandchildren. They enjoy traveling and hope to visit Alaska in the coming years to complete their goal of visiting all 50 states.
Education
- Bachelor of Business Administration
- Mount Vernon Nazarene College, Mount Vernon, Ohio
- Associate’s Degree in Accounting Technology
- Marion Technical College, Marion, Ohio
- Certificate of Health Care Management
- Wright State University Boonshoft School of Medicine
- Professional Certifications
- Certified Public Accountant
- Certified Financial Planner
- Certified Professional Retirement Coach
Community Involvement
- Patterson Park Church, Finance Committee member and Awana helper
Ask Me About:
- Whether a Roth Conversion is right for you
- What a Charitable Remainder Trust is and how it can be used to save taxes while providing an income stream to you and/or loved ones
- Estate planning options to maximize generational wealth transfer while minimizing potential estate tax liability
- Developing a written plan for retirement readiness to replace your work identity, fill your time, stay relevant and connected, and keep mentally and physically active
- Asset allocation for tax efficiency and planning opportunities
