Simple Advice.

We make complex financial issues simple to understand.

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Brent Dickerson

TRINITY TAX

We make complex financial issues simple to understand.

Over Coffee Financial is a Registered Investment Advisor in the state of Ohio based in Painesville (Cleveland area). Brent Dickerson CFP® EA, is the owner and financial advisor at OCF where he helps people nearing retirement get a better sense of where they stand financially. He also helps younger folks with retirement investment portfolios, insurance needs, and tax advice and prepara...

Over Coffee Financial is a Registered Investment Advisor in the state of Ohio based in Painesville (Cleveland area). Brent Dickerson CFP ® EA, is the owner and financial advisor at OCF where he helps people nearing retirement get a better sense of where they stand financially. He also helps younger folks with retirement investment portfolios, insurance needs, and tax advice and preparation.

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Specialties

Education

School

  • Texas Tech University

Degree

  • Masters of Science

Major

  • Personal Financial Planning

Year

  • 2006

Licenses, Certificates & Credentials

License/Certificate/Credential

  • Certified Financial Planner
  • Enrolled Agent

Organization

  • CFP Board of Standards
  • IRS

Year

  • 2007
  • 2016

Areas Served

Akron OH, Mentor OH, Hudson OH, Painesville OH, Streetsboro OH, Ravenna OH, Amarillo TX, Lubbock TX

Areas of Expertise

Clergy and Ministries, Educators and Teachers, Firefighters, Uber and Lyft, Nurses, Law Enforcement and Police Officer, Realtors, Military, Self-Employed

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2549 Eastbluff Drive #448
Newport Beach, CA 92660