Broker Check

PLANVEST FEDERAL TEAM

Richard Clonch, JD, CFP®, ChFEBC℠, CBDA, CRPC®, CRPS® 

Chief Executive Officer

(301) 977-7123

richard.clonch@planvestfinancial.com

Richard is the CEO and Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Working closely with his clients, Richard provides...

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Michael C. Mattison, ChFEBC℠, CBDA, Certified Financial Fiduciary®

Comprehensive Wealth Manager

(301) 938-4600

michael.mattison@planvestfinancial.com

Mike is a retirement distribution planning specialist who follows the fiduciary standard and has trained more than 2,000 financial professionals nationwide. Mike is nationally recognized as a public speaker on financial planning.

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Zach Payne, CFP®, ChFEBC℠, CBDA

Comprehensive Wealth Manager, Director of Financial Planning

2409359530

zach.payne@planvestfinancial.com

Zach is a CERTIFIED FINANCIAL PLANNERTM professional who works closely with clients on their retirement planning and asset management needs.  In addition to serving his own clients, Zach is the Director of Financial Planning...

 

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Tosh Fujimoto-Cu

Business Operations Manager

(301) 977-7123

(301) 977-7124

tosh.cu@planvestfinancial.com

Tosh is the Business Operations Manager of PlanVest Financial. She has a long track record of business, finance and customer service experience. She is able to work independently as well as with a team and flourishes in a dynamic,...

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Cynthia Garduno

Financial Services Coordinator

3019777123

3019777124

cynthia.garduno@planvestfinancial.com

Cynthia graduated from the University of Maryland Baltimore County, with a Bachelor’s in Political Science. She has many years of client service experience in the real estate and medical field. She was responsible for the opening...
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