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Founded in 1985, by Carol C. Pankros, CCP, Inc. Financial Planning Services is a Fee-Only financial planning firm that has always utilized the CFP® marks and NAPFA philosophy as a starting point in hiring our financial advisors. CCP, Inc. prides itself on personal service and close client care, as well as a commitment to education and open communication with clients.
Our advisors don't stop with the CFP® marks and NAPFA affiliation. Among our advisors we have past adjunct faculty to the College for Financial Planning, advisors with published materials, and requested speakers on various financial planning topics. Our planners also have taken on specialty issues.
CCP, Inc. also looks for professionalism, knowledge, skill and integrity among its staff and in our client servicing department - a combination that has provided CCP, Inc. with our national reputation and constantly growing client base.
We encourage you to meet the CCP team...
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |