Check the background of this financial professional on FINRA's BrokerCheck.

Richard Volpe

Investment Advisor Representative

Richard is the Principal of Planning Solutions. He has over 40 years in the Financial Services Industry of which over 30 of those years have been in the Denver Area.

Richard has a Bachelor of Arts Degree with a Double Major in Economics and Business from Vanderbilt University.

His wealth of experience includes stints as an insurance executive in the home office working in underwriting and policy design as well as running a multi-line insurance agency and financial advisor.  He also worked at a radio and TV station and the Grand Ole Opry while in college.

Richard primarily specializes in Retirement and Succession Planning for small business owners, their employees and their families. He takes pride in that his average client has been with him for over 10 years.

Richard is also involved in the Community. He serves the Denver Area Council of the Boy Scouts of America as a Scout Leader. He enjoys seeing the young people he has worked with go on to college and/or the military and become productive members of our community in their own right. 

He has also served as a Soccer Coach, sponsored youth sports teams in baseball and soccer, and was a part-time ski instructor.

He enjoys watching college and professional sports, camping, swimming, skiing, cycling, and hiking.
Contact Us

Planning Solutions
5650 Greenwood Plaza Blvd. Suite 225J
Greenwood village, CO 80111

Phone: 303.913.0175

Fax: 720.612.4560
Connect with us on: Go to LinkedIn  

To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

Richard Volpe is a Registered Representative of Questar Capital Corporation.  Securities are offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Planning Solutions is independent of QCC and QAM.

Privacy Policy

This communication is strictly intended for individuals residing in the state(s) of AZ, CO and NM. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.