
Carol C. Pankros
Carin Pankros Roman
Stacie Knotek Quigg
Judy Noelle
Cindy Kueter
Donna Albert
Cheryl Giddens
Dave Grant
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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. |