Richard Clonch [JD, ChFEBC℠, CFP, CRPC, CRPS ]
6 Montgomery Village Ave Suite 510
Gaithersburg, MD 20879
Original Certification Date 04/29/2016
Organization: PlanVest Financial, Inc.; A Registered Investment Advisor
Broker-Dealer: LPL Financial
Phone: 301-977-7123 Extension:
States Currently Licensed: AL, AZ, CA, DC, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WV
CRD #: 4923311
CFP Registration ID#: 132447
Primary Insurance Companies: As an independent advisor, I work with numerous top insurance carriers to help meet the needs of my clients.
Primary Investment Companies: Numerous to fit client needs
Services: Federal employees/retirees benefit analysis; retirement planning and asset management
Additional Information: We provide financial services in many different states throughout the U.S.