Richard H. Schoenfeld,  CFP<sup>&reg;</sup> - Financial Advisor

Richard H. Schoenfeld, CFP®

President

InterVest, Ltd.

2 Wisconsin Circle, Suite 910
Chevy Chase, MD 20815
(301) 951-4455

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

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