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Ray Olson Family Financial Planning Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Ray Olson Family Financial Planning is a small financial services practice based in Richmond, Virginia. It provides investment management alongside retirement income and wealth management, emphasizing an individualized and customized approach for each client. The firm aims to balance traditional value with the efficiency and quality expected by today's investors, acting as a partner and financial advocate during retirement and helping clients review and adjust their portfolios over time.

Securities are offered through Kestra Investment Services, LLC (Kestra IS), a member FINRA/SIPC, and investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. The firm operates from the Richmond area with a small professional staff.

Find Ray Olson Family Financial Planning employees' phone numbers or email addresses

Ray Olson Family Financial Planning Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Ray Olson Family Financial Planning's Leadership

  • Stylized image of a person
    C. O.
    Vice President And Co-Owner, Ray Olson, Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. O.
    Owner/President/Financial Professional At Ray Olson, Llc
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. O.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. O.
    Marketing/Event & Client Service Coordinator
    Phone icon
    Mobile Phone

Ray Olson Family Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Ray Olson Family Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. O.
    Owner/President/Financial Professional At Ray Olson, Llc
    Phone icon
    Mobile Phone
    United StatesKentucky
    Apr 16, 2026
  • Stylized image of a person
    L. O.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesVirginia
    Dec 07, 2025
  • Stylized image of a person
    D. P.
    Advisor
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    C. O.
    Vice President And Co-Owner, Ray Olson, Llc
    Phone icon
    Mobile Phone
    United StatesVirginia
    Dec 07, 2025
  • Stylized image of a person
    R. O.
    Marketing/Event & Client Service Coordinator
    Phone icon
    Mobile Phone
    United StatesVirginia
    Apr 23, 2026

Frequently Asked Questions

What is Ray Olson Family Financial Planning known for?

Minus sign iconPlus sign iconRay Olson Family Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 2201 West Broad Street Suite 205 Richmond, Virginia United States; you can contact the main corporate office by phone at
+1-800-475-****
. Explore Ray Olson Family Financial Planning's company overview page for more information.

What is Ray Olson Family Financial Planning's most common email format?

Minus sign iconPlus sign iconRay Olson Family Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ray Olson Family Financial Planning email formats with LeadIQ.

How many employees does Ray Olson Family Financial Planning have currently?

Minus sign iconPlus sign iconRay Olson Family Financial Planning has approximately 4 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Ray Olson Family Financial Planning's key employees and leadership?

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As of April 2026, Ray Olson Family Financial Planning's key employees include:

  • Vice President And Co-Owner, Ray Olson, Llc: C. O.
  • Owner/President/Financial Professional At Ray Olson, Llc: R. O.
  • Office Manager: L. O.
  • Advisor: D. P.
  • Marketing/Event & Client Service Coordinator: R. O.

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