Charles O. Onstott Jr., MS, DBA, CFP

Charles O. Onstott Jr. is the founder and principal of the Oklahoma City firm Plan Group Financial, one of Oklahoma's leading investment advisory firms.

Educational Background and Professional Designations
 

  • University of Central Oklahoma, B.A. Economics, 1969
  • Internal Revenue Service, Revenue Agent School, 1970
  • Internal Revenue Service, Special Agent School, 1973
  • U.S. Treasury Criminal Investigation School, 1973
  • Internal Revenue Service, Enrolled Agent, 1979
  • College of Financial Planning, Denver, Colorado, Certified Financial Planner,1991
  • Institute of Business and Finance, CFS, La Jolla, California, 1996
  • College of Financial Planning, Denver, Colorado, M.S. (Masters of Science Taxation), 1998

Prior Background

In addition to providing financial advisory services to clients, Mr. Onstott has a broad range of experience:
 

  • Internal Revenue Service, Revenue Agent
  • Internal Revenue Service, Instructor
  • U.S. Treasury. Special Agent
  • U.S. Treasury, Instructor
  • C.E.O of Onstott and Assoc. offering tax and investment planning services to individuals and closely held companies. 


Affiliations and Publications
 

  • Financial Planning Association, Past President, Central Oklahoma
  • Society of Certified Financial Planners
  • Knights of Columbus, Past Financial Secretary, Council 6477
  • America's Best Financial Planner--2006 and 2007
  • Quest Lecturer, Local Colleges & Universities