Richard M. Clairmont, CPA

Richard M. Clairmont, CPA

Vice President and Shareholder

Rick Clairmont serves as vice president and shareholder of CPC Financial Planning, Inc., a regional financial services firm, a financial services company, and an insurance and investment product implementation firm.

Rick has worked in public accounting for more than 28 years, working with a wide range of clientele to provide them with the highest standard of service. His clients have included businesses in the personal services, real estate, import/export trade, construction, and retail industries, along with not-for-profits.

As a LPL Investment Advisor Representative, his clients look to him for comprehensive asset management and investment advice, seeking to build their wealth through a personalized, diversified, and research-driven approach to investing.

Certifications:

  • Certified Public Accountant (CPA) in Pennsylvania
  • Series 7 and 63 held with LPL Financial
  • QuickBooks Specialist (The Sleeter Group)

Education:

  • BS in Accounting, Villanova University (1989)

Professional Affiliations:

  • American Institute of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants

Volunteer Work:

  • King of Prussia Youth Football Association
  • Upper Merion Youth Lacrosse Club, Board Member (August 2012 to Present)
  • Upper Merion High School Boys Lacrosse Booster Club, Past President (2011 to 2012), Treasurer (May 2017 to Present)
  • Villanova University Rugby Football Alumni Association, Board of Directors (1996 to Present), Past President
  • Children’s Summit Program
  • Upper Merion Area Education Association
  • Scholars for Peace in the Middle East