Richard is the CEO of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™. 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 “road-map”, allowing them to make informed decisions about their future.
Richard started his career in the financial services industry over eleven years ago when he joined UBS Financial Services; followed by his association with LPL Financial in 2009. Richard earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification in 2008; and he also holds the the designations of Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠); Chartered Retirement Plans Specialist℠ (CRPS®); and Chartered Retirement Planning Counselor℠ (CRPC®). He holds accident/health and life insurance licenses. Prior to 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 his undergraduate degree in engineering and earned his law degree.
Richard and his wife, Jenine, reside on a small farm in Laytonsville, MD, just outside of our nation’s capital, and have three children. He enjoys fishing in the pond on their farm; playing golf; and following the WVU Mountaineers. Richard has served on numerous boards during his career, including: charitable, church, and industry groups.
CERTIFIED FINANCIAL PLANNER™ or CFP®
Chartered Federal Employee Benefits Consultant or ChFEBC℠