W. Richard Wardian, CLTC, LUTCF

W. Richard Wardian, CLTC, LUTCF

Registered Representative

Phone: 703.287.7162
Fax: 703.893.4595
E-mail:


As a Registered Representative, Dick's focus areas are personal and business life and long-term care insurance, financial needs analysis, college funding strategies, retirement funding strategies, wealth and asset protection strategies and estate conservation strategies. Additionally, Dick provides training support to advisors at SFP.

Licenses and Designations

  Certified in Long-Term Care (CLTC)
  Fellow of the Life Underwriter Training Council (LUTCF)
  FINRA Series 6, 7 and 63 Professionally Licensed
  Life & Health

Associations
  BNI - McLean Business Forum
  McLean Estate Planning Council

Success Breeds Success
Dick received his B.A. from Thiel College and an M.A. in History from Kent State University. He entered the insurance and financial services industry in 1984. Dick lives in Oakton, VA with his wife, Vivienne, large dog and small cat. He loves being a grandpa to grandsons and father to three adult children.