Richard S. Gardner,  CFP<sup>&reg;</sup> - Financial Advisor

Richard S. Gardner, CFP®

President

Lionheart Financial Planning, Inc.

76 Water Way
Stafford, VA 22556
FINANCIAL ADVISOR'S WEBSITE
15409072720 CONNECT WITH Richard
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General

Richard Gardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lionheart Financial Planning, Inc. in Stafford, VA and the surrounding communities.

Financial Advisor Overview

Lionheart Financial Planning, Inc. is a fee-only firm specializing in providing financial planning and investment management services to federal and state government employees in Virginia and Maryland. Virtual and in person appointments are available.





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Financial Advisor Experience

2004- present - Founder and owner of Lionheart Financial Planning, Inc. A Registered Investment Advisor firm in Virginia and Maryland that provides financial planning and portfolio management services to families, individuals, and businesses.

2001-2004 - Owner of Richard S. Gardner, Inc. a Registered Investment Advisor firm that provided comprehensive financial planning services to residents of Maryland.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Financial Consultant (RFC®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Government & Military, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources