CCP, Inc. was founded in 1985 by Carol C. Pankros with the simple belief that individual lives could be improved and transformed with compassionate, unbiased financial planning.  Carol’s belief, fueled by her passion for Fee-Only planning and exceptional client attention, formed CCP, Inc.’s mission and core values, which remain true today. 

Steve Roberts joined CCP, Inc. in 2009 as new owner and Financial Advisor with the goal to maintain the philosophy, integrity and service of which CCP, Inc. clients have come to expect. Steve's extensive industry experience and personal philosophy towards financial planning lead our team in the continued drive to fulfill our mission.  

We are a small office with a big team culture.  Our top priority is serving our clients well.    

CCP Inc.’s dedication and professionalism, accessibility and focus on client goals have contributed to our long-term success, client retention and satisfaction.