About Us

Carol Rodgers-Rivir, CFP®

CERTIFIED FINANCIAL PLANNER™ professional
Phone: 513-762-7700
Mobile: 859-630-2226

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 the President Elect with the Rotary in Covington, enjoy going to sporting events, playing golf, and love gardening.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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