Richard Clonch, JD, CFP®, ChFEBC℠, CBDA, CRPC®, CRPS®
Chief Executive Officer
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...
Michael C. Mattison, ChFEBC℠, CBDA, Certified Financial Fiduciary®
Comprehensive Wealth Manager
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.
Robert L. Behr, MBA, CPA, CRPC®, AAMS®
Comprehensive Wealth Manager
robert.behr@planvestfinancial.com
Robert works to develop long-term partnerships with clients seeking a broad array of advice, including, counseling on their investments, risk management, liabilities management, and estate and retirement planning. His recommendations...
Zach Payne, CFP®, ChFEBC℠, CBDA
Comprehensive Wealth Manager, Director of Financial Planning
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...
Sean Flynn, CFP®, CFA® , ChFEBC℠
Comprehensive Wealth Manager
(301) 977-7124
sean.flynn@planvestfinancial.com
Sean is an experienced wealth management professional that works with individuals and families to assist them in accomplishing their retirement, investment, estate, and philanthropic goals. He creates customized investment strategies...
Sonny S. Saini, PharmD, MBA, CFP®
Wealth Manager & Financial Planner
sonny.saini@planvestfinancial.com
Sonny is a CERTIFIED FINANCIAL PLANNER® with a Master of Business Administration from the University of Maryland. Sonny also has his Doctor of Pharmacy degree from Howard University, and was a Captain in the U.S. Public Health Service...
Tosh Fujimoto-Cu
Business Operations Manager
(301) 977-7124
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,...
Cynthia Garduno
Financial Services Coordinator
(301) 977-7124
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...