David Carroll
CFP®
Rockbridge Investment Management, LLC
Financial Advisor
David Carroll
CFP®
Rockbridge Investment Management, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Carroll, CFP®
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Meet David Carroll
How I got here:
“I have always been passionate about financial planning. After graduating from Le Moyne College, I worked for a large financial services firm, where I soon realized commission-based brokerage investing wasn’t aligned with my beliefs. This brought me to Rockbridge, where I’m free to make our clients’ best interests my top priority.”
Favorite part of the job:
“I enjoy helping people make sense of their financial situation. Being able to make a difference by simplifying people’s finances is very rewarding, and is something I find thoroughly satisfying.”
Education:
CERTIFIED FINANCIAL PLANNER®, (CFP®)
Finance (B.S.), Le Moyne College
Beneath the surface:
David resides in Camillus, NY and is an avid fisherman. In the summer you can find him fishing Oneida Lake for walleye (or anything that will bite!). During the winter months you’ll find him playing hockey and cheering on his beloved Buffalo Sabres (no matter how many games they win!)
David Carroll is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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David Carroll is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact David Carroll
Office Locations:
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220 S Warren St
FL 9
Syracuse, NY 13202
