Richard L. Carroll,  CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Carroll, CFP®

Partner

Intentional Wealth Strategies

1125 Kelly Johnson Blvd, Ste 111
Colorado Springs, CO 80920-3930
FINANCIAL ADVISOR'S WEBSITE
(719) 694-8002

General

Richard Carroll is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intentional Wealth Strategies in Colorado Springs, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Government & Military, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Personal Taxes

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