For the past 15 years, Peter has mentored some of the nation’s leading independent financial and investment advisors. Peter has helped those advisors focus on how to grow and maintain their client relationships and educate the public on the importance of planning. In those efforts, Peter has been a featured commentator and contributor on countless financial radio shows across the country, providing guidance and insight on the strategies savers and investors should be implementing to achieve their financial and retirement goals. He is also an experienced, independent advisor, focusing on wealth management and retirement planning. Peter served as the vice president, chief planner, and wealth strategist for a well-recognized financial firm in North Carolina before establishing and transitioning his focus to his own firm, Richon Planning, LLC. Peter is a Master Registered Financial Consultant (MRFC®) a Series 65 Investment Advisor Representative, holding a fiduciary duty to his client’s best interest and serving savers and investors serious about achieving lifetime financial security and independence. He is also a licensed insurance agent. His firm’s mission is to help clients identify opportunities and protect what is most important to them.
Peter started out hosting financial radio show in 2002 while running “North Carolina’s Morning News” on 680AM-WPTF. He was the Program Director/Operations Manager of four North Carolina News/Talk radio stations (570AM-WDOX, 620AM-WDNC, 1150-AM WGBR, and 1480AM-WKIX) and the Program Director of an online station, StateGovernmentRadio.com. During the next several years, Peter hosted daily informational financial programs with many financial firms located throughout the Research Triangle Park in North Carolina, then throughout the country. He simultaneously continued his own education, became a licensed advisor and rose to his position as vice-president while facilitating the growth of his former firm. In 2019 he authored the book “Understanding Your Investment Options” to help savers better understand the financial tools they had available. He also host the “Rich On Planning” podcast.
Over the last decade, Peter Richon personally managed retirement planning for hundreds of families across North Carolina and has been sought for the guidance he provides. He has been a regular, featured commentator on shows broadcast on more than 100 stations, to millions of listeners across the country. He managed a full-time staff of junior planners and sub-advisors that have helped him spread financial literacy and his message on the importance of education in gaining true financial success and freedom. Peter Richon personally serves listeners and clients spanning North Carolina. Each week, he meets individually with those clients and listeners to help them evaluate their financial goals, planning strategies, and direction. Peter also helps personally assist individuals, couples and business owners in formulating, implementing and achieving their own visions of retirement including preservation, growth, income, tax reduction and legacy planning.
Peter has been recognized as a Dave Ramsey SmartVestor® Pro in Fuquay Varina. His educational style and common-sense approach to finding the best methods to build financial security, as well as his knowledge of how to best utilize the complex products and strategies available to today’s investor, are just a few of the reasons that so many in North Carolina turn to Richon Planning for guidance on their journey to and through retirement. His knowledge and straight forward approach to delivering this message to the investing public is why so many clients and fellow advisors trust him to assist in their planning efforts.