Carin Pankros Roman, CFP^® is an active member of the client service team, serving as a Financial Advisor. She is involved in all types of client service, including Financial Plan preparation and ongoing Portfolio Management Services. Carin works with clients on the coordination of their goals and resources, investment recommendations & asset allocation, retirement planning, cash flow & budgeting, estate planning, college planning and insurance review. She also meets with prospective clients for their initial introduction to CCP, Inc.

Carin is the Chair of the CCP Investment Committee, which is responsible for the monthly and annual review of the market as well as CCP's investment strategies and recommendations. She is responsible for leading the committee in research preparation and investment manager due diligence.

Since Carin started with CCP, Inc. in March 2001, she has touched every aspect of the firm from client acquisition and servicing to office processing, operations and management. Carin has also lead the CCP staff and consultants in the redevelopment of our proprietary client management software.

Carin has given various retirement and financial planning presentations to corporations and non-profit organizations. She has also been featured in Investment News, May 2009, Financial Advisor magazine and a guest on Bill Moller's Saturday afternoon "The Money Show" on Chicago's WGN Radio 720. Carin was also a case study presenter at the NAPFA Midwest Conference in 2002 during which CCP, Inc. analyzed and made recommendations for a hypothetical client situation and presented to fellow financial advisors.

Prior to joining CCP, Inc., Carin was an Analyst at William M. Mercer Investment Consulting, Inc. She assisted a variety of private and public institutional clients in making asset allocation decisions, evaluating investment managers, preparing research materials and presentations, and monitoring portfolio performance.

Carin is a Registered Financial Advisor member of the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA). She is a CFP^® certificant, having completed preparatory exams through the College of Financial Planning, satisfied work requirements and passed the CFP Board's comprehensive exam in 2004.

Carin graduated from the University of Notre Dame with a double major in Economics and French. She enjoys living in Palatine, IL with her husband and son.

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.