Richard Carroll (CFP®)

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

  • College/Education Planning
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Hi I am Rich Carroll, CERTIFIED FINANCIAL PLANNER™, I help Military Officers and their families take command of their finances. Do you feel stuck trying to figure out what is next beyond sending part of your paycheck to a savings account? We work together to organize your financial life, set goals based on what you value most, and save/invest for the future. You will have confidence knowing that you are making proactive financial decisions beyond sending money to a savings account.

NAPFA Start Date

April 01, 2016


This Office

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