David Fei

David Fei [ChFEBC℠, CFP®, AIF®]

10701 Parkridge Blvd
Suite 130
Reston, VA 20191

Original Certificate Date: 12/21/2017

ChFEBC℠ Number: 1F1227RD1

Organization: PlanWell Financial Planning

Broker Dealer: Osaic Wealth

Phone: 301-388-5489
Cell: 301-388-5489

Email: david.fei@planwellfp.com

website: www.planwellfp.com

States currently Licensed: MD, DC, VA, CA, FL, GA, IL, KY, NY, PA, TX, WA, WV, WI, WY

CRD #: 452874

CFP #: 186776

Services: Financial planning designed specifically for federal employees. We cover CSRS, FERS, survivor benefits, FEGLI, FEHB, Medicare, TSP, and other areas important to the federal professional. Every Federal employee receives a comprehensive Federal Benefits Report that is specific to your Federal service and retirement.