CONNECT

Address:

250 Tanglewood Lane
King of Prussia, PA 19406

Phone:

610-265-4122

Richard M. Clairmont, CPA

Richard M. Clairmont, CPA

Vice President and Shareholder

Rick Clairmont serves as vice president and shareholder of Clairmont, Paciello & Co., P.C., a regional financial services and certified public accounting firm, CPC Financial Planning, Inc., a fee-only financial planning company, and Tanglewood Investments, Inc., 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.

Rick started with Clairmont, Paciello & Co., P.C. right out of college. Since then, he has advised hundreds of clients on tax saving strategies and recommendations, with a particular focus on estate planning and estate and trust tax returns for mid- to high net worth individuals. He has also worked closely with start-up businesses to help them gain a competitive edge and has delivered seminars for individuals interested in starting a business.

As a Registered Investment Advisor, his clients look to him for comprehensive asset management and investment advice, building their wealth through a personalized, diversified, and research-driven approach to investing. Because of his extensive business experience, they also turn to him for business consulting services and litigation support.

Certifications:

  • Certified Public Accountant (CPA) in Pennsylvania
  • Registered Investment Advisor (NASD Series 7 and 63)
  • 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
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck