Carol C. Pankros

Carin Pankros Roman

Stacie Knotek Quigg

Judy Noelle

Cindy Kueter

Donna Albert

Cheryl Giddens

Dave Grant

 

Carol C. Pankros, CFP®, MS
Founder / Financial Advisor
President / Chief Compliance Officer

Carol C. Pankros, CFP®, MS is the founder and owner of CCP, Inc, a Fee-Only financial planning firm established in 1985. Carol has a true passion for financial planning and works with individuals and families on the coordination of their goals and resources, investment recommendations & asset allocation, retirement planning, cash flow, estate planning, college planning and insurance review through comprehensive financial plans and ongoing Portfolio Management Services.

Carol is CCP’s President working as a company advisor to management while acting as a trusted Financial Advisor to her clients. In addition, Carol is the Chief Compliance Officer (CCO) overseeing the adherence to rules and regulations set by the SEC and other regulatory agencies. In this role she also sets policies and procedures to achieve the firm’s high standards of quality service to our clients. Carol is an active member of the CCP Investment Committee. She is also a member of two professional associations: the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Carol serves the private and professional community having participated in the following associations:
- NAPFA Conference Basic Training Chair (2005-2007); NAPFA National Conference Basic Training Co-Chair (2007)
- Financial Planning Association (1997-present)
- FPA Advisory Panel (2004)
- IL Nominating Committee Chair (2001-2003)
- National Association of Personal Financial Advisors (1991-present)
- Harper Heritage Society Chair (2002-2004)
- Harper College Educational Foundation (1997 - present)
- Vice President of Development (2003-2005)
- Executive Committee member
- Chicago Council of Planned Giving – Member at large
- Rolling Meadows Chamber of Commerce – Member at large

She has been featured or quoted extensively in several publications, including:
- Bill Moller's Saturday afternoon "The Money Show" on Chicago's WGN Radio 720 – 2006, 2007
- Fidelity Retirement – June, 2004
- Harper College Education Foundation - Recipient of the James J. McGrath Recognition Award – May, 2004
- NAPFA Advisor – June, 2003
- Hewitt Newsletter – Summer 2003
- Harper College Education Newsletter – Spring 2003, 2004
- Bloomberg Wealth Manager – Top Wealth Managers – Aug, 2002, 2003
- Illinois Magazine and Real Simple – January, 2003
- Worth Magazine as one of the top 250 financial advisors in the country 1996 – 2002
- Mutual Funds Magazine – 100 Top Planners - Sept, 2002
- Peter Jennings ABC World News Tonight – July, 2002
- CBS Marketwatch – July, 2001
- Journal of Financial Planning, Financial Planning Magazine, and The Chicago Tribune

Carol has conducted seminars for both nonprofit groups and private enterprises on financial planning related topics. Some of her presentations were to:
- NAPFA National Conference Presentation 2005
- Chicago Council on Planned Giving Presentation 2004
- Hewitt Associates – Retirement Seminars 2004
- FPA Financial Forum 2003
- FPA Residency Faculty 2003
- NAPFA Midwest Conference case study 2002
- AICPA – The Financial Planning Process
- ICCLE presentation – Estate Planning for Retirement Benefits
- Adjunct Faculty Member of the College for Financial Planning - 11 years

Carol is past President of the Greater Chicago Society of the ICFP, in which she served six consecutive years on the Society's Board of Directors. She is past President of the Greater O'Hare Chapter of the International Association for Financial Planning, having served for five consecutive years on the Board of Directors. Carol was the first Chicago area individual to concurrently serve as president of the ICFP Society and the IAFP Chapter, as well as several committees.

Prior to founding CCP, Carol worked at Cockrell Food and Vending Services, her family’s firm of 35 years in the Northwest Suburban area. She was named Vice President and Director in 1978 and remained in that capacity until the company was sold. Carol is a graduate of St. Louis University with a Bachelor of Science degree, and a graduate of the College for Financial Planning with a Masters in Financial Services.

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.