Founder | Financial Advisor
Peter Richon has been providing retirees and preretirees financial guidance to secure their lifestyle for over a decade. He has an understanding of obstacles in the way of a secure financial future.
(919) 300-5886 | peter@richonplanning.com
Benefits Director
Amber's motivations are identifying problems, helping solve them and motivating people to improve their quality of life. Amber leads a team of qualified licensed insurance professionals in the field.
(919) 300-5886 | amber@richonplanning.com
Operations Director
Deyvi extended his own knowledge and insight into the financial services industry by becoming licensed himself to better facilitate the translation from marketing/advertising to the financial services industry.
(919) 300-5886 | deyvi@richonplanning.com
Business Coordinator
Ginalee coordinates the day-to-day operations and works closely to assist clients throughout the planning process. She organizes all events, assist with insurance accounts and manages client relationships.
(919) 300-5886 | ginalee@richonplanning.com