Carin Roman

Carin began her financial services career in 1999, working in institutional investment consulting before transitioning to personal financial planning and wealth management in 2001. Carin graduated from the University of Notre Dame with degrees in Economics and French. It was during her time at CCP Inc., a fee-only financial planning firm founded by her mother, that Carin’s passion for financial planning blossomed. She finds fulfillment in fostering personal relationships and developing tailored financial strategies that help guide individuals and families toward their short- and long-term goals. Carin is a proud member of the Financial Planning Association (FPA) and lives in the Chicago Suburbs alongside her husband and three children.