Heidi Rose serves as a Financial Planner in the firm’s Cincinnati office. 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.
Heidi joined the Cincinnati Office (previously The Alpine Financial Group) in 2000, and became part of Carnegie Investment Counsel in 2013. Heidi has 17 years of experience as a CERTIFIED FINANCIAL PLANNER™. 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 earned her Bachelor of Science 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.