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Richard Volpe

Financial Advisor

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 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.

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

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

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

Phone: 303.913.0175

Fax: 720.612.4560
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

Richard Volpe is a Financial Advisor. He offers securities and advisory services through Packerland Brokerage Services, Inc., an unaffiliated entity - member FINRA and SIPC.

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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.