Richard Pinion | MBA, CLU, ChFC, CFPTM
With over 25 years of experience in the Financial Services Industry, Richard L. Pinion is the President of his own firm, Pinion Financial Services, L.L.C.,* and a Branch Manager and Office of Supervisory Jurisdiction offering securities through SagePoint Financial, Inc. Mr. Pinion received both his B.S. in Business Administration and M.B.A. from the Kogod School at American University. He went on to become a Certified Financial PlannerTM (CFPTM). Mr. Pinion is also a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Mr. Pinion has been recognized by his peers with several industry awards including the SagePoint Financial Advisors, Inc. President’s Club, the Million Dollar Round Table, the National Quality Award, the Pacific Life Advisory Council Award for Outstanding Service, the ManuLife Financial Award for Outstanding Achievements and Leadership in Financial Services, and the Fidelity Investment Advisor/Council**.
*A registered investment advisor not affiliated with SagePoint Financial, Inc.
**Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation.
These awards are based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.