With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
CERTIFIED FINANCIAL PLANNER™ professional
Carol Rodgers-Rivir is a CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors, with the Mid America Branch. With over 25 years of industry experience, Carol has previously worked with Valic, JP Morgan Chase & Merrill Lynch before coming to Equitable Advisors.
As a financial professional, I begin by talking about those things closest to your heart so I can help create your financial plan. I will assist in keeping you focused on where you want to go, advise on how to get there, and continually remind you of the importance of maintaining a discipled approach to realizing your financial dreams.
Carol graduated from Northern Kentucky University in 1994, with a Bachelor of Science in Marketing and went on to complete her Masters in Business Administration from Thomas More College in 2000. Carol is a CERTIFIED FINANCIAL PLANNER™ professional. She also holds her FINRA Series 6, 7, 63, 65 registrations, as well as her Life and Health licenses.
I maintain a strong sense of community and a solid professional foundation. In my spare time I am a member of the Rotary in Covington, enjoy going to sporting events, playing golf, and love gardening.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.