Heidi Rose joined the Cincinnati Office (previously The Alpine Financial Group) in 2000, and became part of Carnegie Investment Counsel in 2013. Heidi has 17 years experience as a Certified Financial Planner™. Heidi helps clients identify and achieve their financial goals through financial planning in the areas of retirement planning, investment evaluation, tax planning, estate planning and insurance.
Heidi plays an integral part in managing client portfolios specific to the clients’ needs and desires. Prior to her joining The Alpine Financial Group, Heidi worked in the Retirement Services Group at Fidelity Investments and with Fifth Third Bank. As one of the first graduates of Northern Kentucky University’s CFP® program, Heidi graduated with a Bachelor’s degree in Finance concentrating in Personal Finance and a minor in Business Administration.
Heidi lives in Northern Kentucky with her husband and three children. Many Sundays she is found in the children’s worship center leading young children in “Kids Jam worship.” She enjoys attending her kids’ soccer games, boating, and singing.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.