Rich Carroll is a Financial Advisor and Partner with Intentional Wealth Strategies, a financial advisory firm aligned with Raymond James Financial Services. Rich is a Certified Financial Planner ™ professional who is passionate about helping clients attain the financial freedom to enjoy a confident retirement. Rich started his career serving the military community through his work with USAA in Colorado Springs.
After working with USAA, Rich became a financial planner and advisor working with Carol Breglio and Chris Long. After much deliberation, Rich decided to start his own practice and founded First Ascent Financial in 2016, providing financial and retirement planning. In July 2020, Rich re-joined forces with Carol and Chris at Intentional Wealth Strategies, where he has continued to provide superior support to the clients we serve.
Rich believes in taking the time to get to know our clients’ values, dreams, and concerns, before creating a unique financial plan to help them navigate life’s biggest financial decisions.
Originally from Texas, Rich earned his Personal Financial Planning degree from Texas Tech University. Rich quickly adapted to the Colorado lifestyle and enjoys fly-fishing, hiking, and camping. Rich and his wife, Christie, share two young daughters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.