Robert Carroll (CDFA, CFP®, CPA®)

Robert Carroll focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules

Planning Specialties

As a financial planner, I help people develop strategies and solutions for the most important financial issues in their lives. Whether you are in the accumulation phase, sending kids off to college or in full retirement, I can help you development and implement your financial plan. Each person and situation is unique. As a result, plans and strategies are tailored accordingly to individual needs.

Additional Information

My educational and professional licenses include CPA, CFP(TM), and MBA.  I also hold the Certified Divorce Financial Analyst designation (CDFA) and have been trained in collaborative dispute resolution.

NAPFA Start Date

August 22, 2008

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This Office

2142 Alpine Pl Cincinnati, OH 45206-3214 Phone: (513) 861-1889 Fax: (513) 961-1034