Broker Check

Advisors in the PlanVest Federal group hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBC).  This designation is held by a limited group of Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive education course and passed a rigorous examination covering a wide array of federal government employee benefits.

Richard Clonch, JD, CFP®, ChFEBC℠, 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℠

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℠

Financial Advisor, Director of Financial Planning

(240) 344-4310

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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Toshiko "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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Alejandro "Alex" Fernandez

Client Services Associate

(301) 977-7123

(301) 977-7124

alex.fernandez@planvestfinancial.com

Alex is the Client Services Associate at PlanVest Financial. He has a history of working in client services, including prior experience with a law firm. Alex aims to provide excellent customer service and aide...

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