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Rich Roedersheimer takes pride in his ability to present and recommend investment ideas for his clients in a manner that educates and helps them work towards reaching their goals. From an initial recommendation and concept proposal, to implementation and execution, Rich is deeply committed to listening to his clients and advising them on their financial goals.
Before he joined Oppenheimer & Co. Inc. in 2012, Rich Roedersheimer worked as an internal annuity wholesaler with Protective Life, where he counseled Financial Advisors on which retirement vehicles might be best suited for their clients.
Rich earned a Bachelor’s degree in Musical Theatre from Baldwin-Wallace College and an M.B.A from the University of Cincinnati. He earned the designation of Certified Financial Planner (CFP®) issued from the Certified Financial Planner Board of Standards Inc. in 2015. He holds the General Securities Representative License (Series 7) as well as the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Investment Adviser Law Examination (Series 65).Currently license for life insurance and annuities in the states of Ohio, Florida, Illinois, and Kentucky.
Rich is an avid runner who met his wife Jessica while they were both training for Cincinnati’s Flying Pig Marathon. When not running, Rich continues to enjoy the theatre and, when he has time, performs on local stages across the city. Rich gives back to the community by serving on the board at Ensemble Theatre Cincinnati, the Elder High School Alumni Board and is an active member in the Western Hills Lions Club.
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