Ingrid Roosild
Financial Professional
Ingrid L. Roosild, an Estonian, has lived in Albuquerque, NM since attending college at the University of New Mexico. After graduating from the university’s MBA program, she set out to build a financial planning practice to balance her passion for educating and helping people, with her entrepreneurial spirit. She has put her passion to work since obtaining her licenses in 2001, and is the Founder & CEO of Kivi Financial Group.
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.
She has been helping clients and attorneys mediate divorces since 2005, when she completed her Collaborative Divorce Basic Training. She actively continues to improve her mediation skills and working relationships with attorneys and facilitators through workshops, symposiums and study groups.
On the side, Ingrid enjoys painting, gardening, snowboarding, and plays competitive golf with various golf associations in town. She is well recognized in the athletic community for her UNM collegiate volleyball playing and coaching careers and retired from semi-professional beach volleyball competition in 2005. Ingrid is the proud mother of a high school aged daughter.
LICENSES & CREDENTIALS
Series 24 and 7, General Securities Principal & Investment Advisor Representative
Certified Retirement Counselor (CRC)
Life and Health Insurance, License
EDUCATION
Masters of Business Administration, University of New Mexico
Bachelors of Arts, Fine Arts, University of New Mexico
CONTINUING EDUCATION
Certified Financial Planner (CFP) courses
General Securities & Insurance annual continuing education requirements
International Academy of Collaborative Professionals Symposium, 2013, 2016
Annual New Mexico Collaborative Practice Symposium, 2005-2016, 2018
PROFESSIONAL ACHIEVEMENTS
Leadership New Mexico, CONNECT program, Class of 2007
2021 NMCPG Best Collaborative Practitioner of the Year (Nominee)
2022 NMCPG Best Collaborative Practitioner of the Year
OTHER
President of the New Mexico Collaborative Practice Group