Rich Carroll CFP®
Rich Carroll is a Managing Partner at Intentional Wealth Strategies, a local investment and financial planning firm dedicated to helping families attain financial freedom to enjoy a confident retirement.
As a CERTIFIED FINANCIAL PLANNER™ professional, Rich takes pleasure in helping multigenerational families align their values with their wealth, particularly through charitable giving strategies.
Originally from Texas, Rich earned his Personal Financial Planning degree from Texas Tech University. He began his career serving the military community in Colorado Springs through his work with USAAs' Investment Department, where he developed a deep appreciation for the unique financial needs of service members and their families.
After his time with USAA, Rich worked as a financial planner and advisor before founding his own practice, First Ascent Financial, in 2016. In July 2020, he merged his firm with Intentional Wealth Strategies, where he continues to provide superior support to clients.
On a personal level, Rich cherishes his time with his wife, Christy, and their two daughters, Maggie and Bonnie. He enjoys mountain biking with Christy, family bike rides, and camping adventures. Rich and Christy are also actively involved in their local church, contributing to their community's spiritual and social well-being. Rich values spending quality time with his family and friends.