Richard Clonch, Jd, Cfp® Email & Phone Number

Richard is the CEO and Founder of 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹. He is also a 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿™ professional. Working closely with his clients, Richard provides personalized wealth management strategies, supported by professional services, to help clients pursue their financial objectives and obtain financial freedom. He is a strong believer in comprehensive financial planning to help clients develop a financial “roadmap”, allowing them to make informed decisions about their future.At 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 our Financial Advisors help current/former federal employees navigate the complexities of their employee and retirement benefits offered to them as federal government employees. As an active employee or retiree, don’t let the complexity of your benefits package prevent you from fully benefiting from the options you’ve earned. Richard earned the prestigious 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿™ certification in 2008. Richard also holds the certifications of 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁 (𝗖𝗵𝗙𝗘𝗕𝗖𝗦𝗠), 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗖𝗼𝘂𝗻𝘀𝗲𝗹𝗼𝗿 (𝗖𝗥𝗣𝗖®), and 𝗖𝗵𝗮𝗿𝘁𝗲𝗿𝗲𝗱 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝘀 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 (𝗖𝗥𝗣𝗦®). Richard holds several securities registrations including Series 7, 24, and 66 with LPL Financial; and accident/health and life insurance licenses. Before entering the financial services field, Richard spent many years practicing law and as an executive in the energy industry. He is a graduate of West Virginia University where he received an undergraduate degree in engineering and earned his law degree.Richard and his wife, reside just outside of our nation’s capital and have three children. Richard enjoys fishing, playing golf, and following the WVU Mountaineers. Richard has served on numerous boards during his career, including charitable, church, and industry groups.Investment Advice offered through 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗰., a registered investment advisor firm.

Listed skills include Comprehensive Wealth Planning, Investment Management, Retirement Planning, Education Planning, and 9 others.