Robert P. Carroll, CPA, CFP®, CDFA™
Bob is the Managing Director of the Carnegie Investment Counsel Cincinnati office. As a Fee-Only financial planner and member of the National Associatoin of Personal Financial Advisors (NAPFA), he focuses on the unique financial planning and wealth management needs of his clients and their families. As a Certified Divorce Financial Analyst™, Bob has deveoped a specialty in helping clients before, during, and after divorce.
After beginning his career as a Certified Public Accountant at the Cincinnati office of Ernst & Young, he was an executive officer of Fifth Third Bank in the areas of audit, credit risk, mergers/acquisitions, and enterprise risk management. With his professional experience, Bob brings a depth of understanding to a wide-range of financial topics for both individuals and businesses.
In addition to his professional licenses, Bob holds both an undergraduate degree from the University of Notre Dame (BBA – Accountancy) and a Masters in Business Administration from Xavier University.
Community involvement includes serving on the Board of GLAD House as well as the National Alliance on Mental Illness (NAMI) – Northern Kentucky.