Find the Certified Financial Planner™
Who's right for you.

Richard L. Pinion, MBA, CFP®, CRPC®

Pinion Financial Services, LLC

8401 Connecticut Ave
Ste 401
Chevy Chase, MD 20815
Phone: (301) 652-4000
Fax: (301) 652-4072

Toll-free: (800) 296-4427

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.