Richard Clonch

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:

Fax: 301-977-7124



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.