Thomas A Bonorden

Thomas A Bonorden [ChFEBC℠, CFP®]

6 Montgomery Village Avenue
#510
Gaithersburg, MD 20879

Original Certification Date: 11/30/2016

Organization: Planvest Financial, Inc.

Broker Dealer: LPL

Phone: 301-977-7123
Cell: 240-938-1644
Fax: 301-977-7124

Email: thomas.bonorden@planvestfinancial.com

Website: www.planvestfinancial.com

States Currently Licensed: MD

State Insurance License #: RPI134986

CRD#: 3272593

CFP#: 126152

Primary Insurance: Hancock, Hartford, Jackson, Mutual of Omaha, Pac Life, Penn Mutual, TransAmerica

Primary Investment: LPL, Schwab, Fidelity

Services: Tom has more than thirty years of experience in the financial service industry. Tom spent many years as a senior executive with several metropolitan Washington, DC area financial institutions, including Washington Federal Savings and Loan. He also owned a successful business for more then ten years. He is a 2015, 2016, 2017 & 2018 recipient of the Five Star Professional Wealth Manager designation as named in the Washingtonian* magazine. Tom earned the prestigious CERTIFIED FINANCIAL PLANNER designation in 2009. He holds several securities registrations including series 6, 7, 63 & 66 with LPL Financial, as well as accident/health and life insurance licenses. Tom i s a graduate of the University of Maryland where he received his B.A. in business administration. He also completed postgraduate work at the Institute of Financial Education. Tom and his wife, Margie, live in Olney, Maryland. Together they have four children. When not working, Tom enjoys traveling, golfing, sailing and gardening.