Wealth Advisor
CFP®
croman@merceradvisors.com
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.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.