Zachary Payne

Zachary Payne [ChFEBC℠ , CFP® ]

6 Montgomery Village Ave
Suite 510
Gaithersburg, MD 20879

Original Certificate Date: 11/5/2018

ChFEBC℠ Number: G211018ZP

Organization: PanVest Financial, Inc

RIA

Phone: 301-977-7123
Cell: 240-344-4310
Fax: 301-977-7124

Email: zachary.payne@planvestfinancial.com

Website: www.planvestfinancial.com

States Currently Licensed: MD

State Insurance License #: 3000420331

CRD #: 6516858

CFP #: 439474

Primary Insurance: As an independent advisor, I work with numerous top insurance carriers to help meet the needs of my clients

Primary Investment: 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.