Meet Our Experienced Pension Advisors

Developing a pension program that addresses the lifetime needs of your employees requires suitable professional advice. Our skilled advisory team provides the knowledge and experience your employees need and deserve.

Peter Recchia
President
Peter Recchia offers a blend of accounting, investment and pension planning experience. His 20+ years of experience as a Certified Public Accountant and tax professional makes him highly adept at helping companies structure tax-favored pension plans that also address increasingly rigid fiduciary responsibilities. As an Accredited Investment Fiduciary (AIF) for pension plans, Peter Recchia is a well-qualified advisor skilled at potentially reducing fiduciary liability for pension plan sponsors. He takes pride in developing custom strategies that address the specific pension requirements of each client.

Jennifer Bellamy*
Client Relations
Jennifer Bellamy has a rich background in providing full administrative support services to companies operating in the investment, insurance and pension planning and administration arenas. The partners of Leonard & Company hired Jennifer in an administrative capacity upon opening the Royal Alliance Associates branch office. She has since become an integral part of the firms expanding client-based services. Clients appreciate Jennifer’s professional skills as well as her helpful, friendly approach in handling their business affairs.

*Jennifer Bellamy is not registered with Royal Alliance Associates