Steve Roberts, CFP® is President of CCP, Inc.
Steve is responsible for the firm's vision and for enabling us to fulfill our mission of respecting,
valuing and listening to our clients' needs to help them reach their financial goals. Steve believes
that building long term, trusting relationships is crucial to financial security. His philosophy is that
our clients' financial success is best built individually, one step at a time.
Steve acts as a trusted Financial Advisor to his clients and is an active member of the CCP Investment
Committee. As the Chief Compliance Officer (CCO), Steve oversees the adherence to rules and regulations
set by the SEC and other regulatory agencies. In this role he also sets policies and procedures to achieve
the firm's high standards of quality service to our clients.
Steve is a veteran of the financial services industry having spent the majority of his career helping
individuals in identifying their objectives, evaluating viable strategies and implementing plans to
attain their financial goals. Armed with an undergraduate degree from Indiana University and an MBA
in Finance from DePaul University, he began his financial planning career with Brown and Tedstrom, a
highly respected financial planning and wealth management firm located in Denver, Colorado. It was
there Steve attained his professional Certified Financial Planner designation and enjoyed eight years
with the firm honing his expertise and developing his passion for one-on-one client consultation.
Steve was subsequently recruited to USAA, a comprehensive financial services company with $13 billion
in annual revenue. World class customer service and the dedication to doing the right thing for the
client were key factors in leading him to join USAA. His first role there was as a Financial Planner
working with individual members. His track record in helping clients meet and exceed their financial
goals led to increasing levels of responsibility. Steve eventually was entrusted to lead several teams
of financial advisors dedicated to providing high quality consultation to the USAA membership.
Steve, his wife and three children currently reside in Arlington Heights, Illinois.
