Richard Carroll (CFP®)

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

  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

I’m a fee-only financial advisor located in Colorado Springs, CO and serve clients locally and across the nation through virtual meetings. I help hardworking professionals focus on pursuing their dreams and desires instead of worrying about running out of money in the future.  My firm specializes in tax planning and retirement planning, and I have an expertise in government and military pensions.

The first step to a confident financial future is creating a plan.  My firm’s planning process is individualized and tailored to your specific circumstances. Through meaningful conversation I give personalized advice, so that my clients can pursue their unique dreams, seize opportunities, and navigate life’s transitions. 

Additional Information

My passion for helping people achieve financial freedom lead me to earn a degree in Personal Financial Planning from Texas Tech University, one of top programs in the nation. After graduating I started my career in the financial industry at USAA where I enjoyed working with our military community.  I then became a financial advisor with a local wealth management firm serving predominately professional women and engineers.

I found great joy in helping clients feel confident about their retirement and then enjoy the freedom to use their money on experiences that enrich their lives.  This is when I decided to embark on my dream of starting First Ascent Financial. I wanted the ability to focus on each client’s unique story and the freedom to serve them as an independent, fee-only advisor.

I am outnumbered by women with my beautiful wife and two daughters. We love having adventures outside as a family and finding new culinary delights.

NAPFA Start Date

April 01, 2016

Submit
Submit

This Office

631 N Weber St Suite 260 Colorado Springs, CO 80903 Phone: (719) 425-9436