Carin Roman (CFP®)

Carin Roman focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

With each Financial Plan, we build a diversified portfolio using no-load mutual funds and Exchange Traded Funds (ETFs), which are analyzed and approved by the CCP, Inc. Investment Committee.  CCP, Inc. Financial Advisors work with the other Financial Professionals (Tax Accountants, Estate Planning Attorneys, Insurance Agents, etc) you’ve designated to help you reach your goals. 

Additional Information

CCP, Inc. is a Fee-Only firm offering financial planning and portfolio management services to individuals and families since 1985.  We address the areas of investments, insurance, retirement planning, tax planning, estate planning and college education funding tailored to the individual client’s needs and lifestyle.  With a focus on diversification, discipline and resource maximization, CCP, Inc. partners with our clients to help them achieve their financial and life goals.

NAPFA Start Date

August 17, 2005

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This Office

4801 Emerson Ave Ste 106 Palatine, IL 60067-0504 Phone: (847) 303-1220 Fax: (847) 303-1255