Thomas A Bonorden [ChFEBC℠, CFP®]
6 Montgomery Village Avenue
Gaithersburg, MD 20879
Original Certification Date: 11/30/2016
Organization: Planvest Financial, Inc.
Broker Dealer: LPL
States Currently Licensed: MD
State Insurance License #: RPI134986
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.