Michael Mattison [ChFEBC℠]
555 Quince Orchard Road
Suite 280
Gaithersburg, MD 20878
Original Certification Date: 3/14/08
ChFEBC℠ Number: 8M002MG13
Organization: PlanVest Federal
Phone: 301-977-7123
Cell: 301-938-4600
Fax: 301-977-7124
Email: michael.mattison@planvestfinancial.com
Website: www.planvestfinancial.com/p/planvest-federal
States Currently Licensed: VA, MD
State Insurance License #: 63942
CRD #: 2723042
Services: Comprehensive Wealth Management, Investment Management, Retirement Planning, Risk Protection – Insurance, Education Planning, Retirement plans for individuals and employers, and estate planning
Additional Information: Mike is a retirement distribution planning specialist who follows the fiduciary standard and has trained more than 2,000 financial professionals across the country. Additionally, Mike is nationally recognized as a public speaker on financial planning. Mike holds the prestigious Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) designation. He holds licenses in good standing for Life and Accident/Health insurance. Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance.