Richard L. Pinion,  CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Pinion, CFP®

MBA, CRPC®

Pinion Financial Services, LLC

8401 Connecticut Ave, Ste 401
Chevy Chase, MD 20815
FINANCIAL ADVISOR'S WEBSITE
(800) 296-4427
(301) 652-4000

General

Richard Pinion is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinion Financial Services, LLC in Chevy Chase, MD and the surrounding communities.

Financial Advisor Overview

Richard Pinion founded Pinion Financial Services, LLC1 in 1985 so that he could offer his clients high quality, personalized financial advice. Pinion Financial Services can offer a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning strategies.

Pinion Financial Services provides the objective advice and personalized attention you would expect from a smaller, independent firm. Our clients also receive the benefits of working with a major firm, because we have working relationships with SagePoint Financial, Inc.2, and major insurance companies.

Our mission is to help create, manage and preserve the wealth of our clients. We strive to provide quality service, to work with you as your trusted advisor and to use our knowledge and expertise to create value. We cultivate relationships based on trust and long term perspective.

Rick considers himself a Personal Chief Financial Officer (CFO) for his clients. Rick's goal is to assist his clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As a Personal CFO, Rick uses specialized knowledge, experience, and resources to identify important financial matters, review reliable options, and if required, assemble experts to assist with implementing solutions.

We look forward to meeting you!

1A registered investment advisor not affiliated with SagePoint Financial, Inc.

2A registered broker dealer member FINRA/SIPC

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Financial Advisor Experience

With over 30 years of experience in the Financial Services Industry, Richard Pinion is the president of his own firm, Pinion Financial Services, LLC,1 and a Branch Manager and Office of Supervisory Jurisdiction with SagePoint Financial, Inc.2

Mr. Pinion grew up in the Washington area and received both his B.S. in Business Administration and M.B.A. from the Kogod School at American University. He is a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU).

He is an active and prominent member of the local community. He has served as president of the Potomac Chamber of Commerce. He also lends his financial expertise to serve his alma mater, both as a member of the American University National Leadership Council, and as a lecturer on retirement planning at the Kogod Business School annual reunion.

He has been recognized by his peers with several industry awards including the SagePoint Financial, Inc. President's Club, the National Quality Award, the Pacific Life Advisory Council Award for Outstanding Service, the ManuLife Award for Outstanding Achievements and Leadership in Financial Services, and the Fidelity Investment Advisor Council.  He is included in Who's Who in Finance and Industry.

Pinion Financial Services, LLC designs and implements comprehensive Financial plans, including investment programs, retirement planning, and benefits packages for individuals and businesses.

1A registered investment advisor not affiliated with SagePoint Financial, Inc.

2A registered broker dealer member FINRA/SIPC

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter(CLU®)

Insurance Licenses

  • Life insurance: Md,DC,Va
  • Health/disability insurance: Md,DC,Va
  • Fixed annuities: Md,DC,Va and SC
  • Variable annuities: Md,DC,Va

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources