Ingrid L. Roosild, MBA, CRC

Phone: (505) 344-2450
Fax: (505) 344-2966
E-mail: IRoosild@ofapeak.us

Ingrid  L. Roosild, MBA

Financial Advisor

 

Ingrid L. Roosild, an Estonian, moved to Albuquerque, NM to attend the University of New Mexico. She set out to build a financial planning practice to balance her passion for educating and helping people, investments and her entrepreneurial spirit.

 

“Her passion for education makes her unique in this industry. Ingrid loves to teach. She has the knowledge and patience needed to help her clients understand what they have, where they are going and how to get there.”

 

Ingrid supports our local community through contributions to the United Way of Albuquerque and the UNM Women’s Volleyball and Golf teams.

 

On the side, Ingrid enjoys gardening, snowboarding, plays soccer in the Albuquerque Women's Soccer League and plays golf with the Executive Women's Golf Association and Santa Ana Women’s Golf Association.  She is well recognized in the athletic community for her UNM collegiate volleyball playing and coaching careers. She recently retired from regular competition in semi-professional beach volleyball tournaments around the nation and the Southwest region. 

 

Ingrid recently became a proud new mother in December of 2007.

 

LICENSES & CREDENTIALS

Certified Retirement Counselor (CRC)

Investment Advisor Representative License

Series 7, Securities License

Life & Health Insurance, License

 

CONTINUING EDUCATION

Certified Financial Planner (CFP) courses

General Securities & Insurance Annual continuing education requirements

Monthly Albuquerque Collaborative Practice training

Annual New Mexico Collaborative Practice Symposium, 2005, 2006, 2007

 

EDUCATION

Masters of Business Administration, University of New Mexico

Bachelors of Arts, Fine Arts, University of New Mexico

 

PROFESSIONAL ACHIEVEMENTS

National Leader’s Conference Qualifier, 2003, 2004 & 2005

Leadership New Mexico, CONNECT program, Class of 2007

 

OTHER

Director of the Albuquerque Collaborative Practice Group

Past Board Member of the New Mexico Collaborative Practice Group

 

 Licensed for insurance in AK, HI, IL, MA, MD, MO, NM, TX, UT, VA. Registered to sell securities in AK, CA, HI, IL, MA, MO, NM, TX, UT, VA.