Our professionals specialize in constructing individualized financial plans; modeling the theory that life should be lived with a purpose, by design, not by default. Today's investing landscape is too complex to navigate alone. Meet your Team of RedRock Professionals prepared to help you take on today's financial markets.
Education is in our DNA. We believe that education is empowerment and we strive to enrich our clients with the tools needed to be successful in their endeavors. We are an independent firm built on the foundation of objective professional advice. The independent advice our advisors deliver has one mandate: to always be in our client's best interest.
Education is in our DNA. We believe that education is empowerment and we strive to enrich our clients with the tools needed to be successful in their endeavors. We are an independent firm built on the foundation of objective professional advice. The independent advice our advisors deliver has one mandate: to always be in our client's best interest.
Services
RedRock Financial is an independent, comprehensive financial services firm dedicated to helping our clients turn their success into significance. It is our theory that life should be lived by design, not by default. It is about having the time and energy to take care of yourself, your environment, your friends and family and having the financial well-being to do so.
Diane grew up in Omaha, Nebraska and attended the University of Nebraska. She married in 1978 and moved to Yuba City three years later. After the birth of their first child in 1982 she left her corporate position and ventured out to.
Kathy Carpenter, co-founder, is a CERTIFIED FINANCIAL PLANNER Professional and has been in the financial industry since 1988, helping clients through holistic financial planning, disciplined investment strategies and proactive.Ben joined RedRock in 2006 and has brought a strong analytical skill set to the team which has become integral in constructing RedRock's portfolio allocation models and strategic planning initiatives.
Kathy Carpenter, co-founder, is a CERTIFIED FINANCIAL PLANNER Professional and has been in the financial industry since 1988, helping clients through holistic financial planning, disciplined investment strategies and proactive.Ben joined RedRock in 2006 and has brought a strong analytical skill set to the team which has become integral in constructing RedRock's portfolio allocation models and strategic planning initiatives.
Yes, we manage money and we are quite good at it. However, Financial Planning is much more than that. As a specialty comprehensive financial planning firm, our team of Advisors spend their days assisting our clients advance and preserve their portfolios, as well as helping them make informed life and business decisions regarding their finances.
Almost 2 decades ago, Kathy Carpenter and Diane Knight, Co-Founders and Senior Partners of RedRock Financial, had a vision for a Client-Driven wealth management firm, one that took care of the whole client, not just their investments. At the time, the financial industry model was one of a single-discipline, investment services.
CERTIFIED FINANCIAL PLANNER certificants are individuals who have met CFP Board's education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board's biennial certification requirements, including continuing education, to use the certification mark of CFP.
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