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Carin Roman

Wealth Advisor



Carin began her financial services career in 1999. Prior to joining Mercer Advisors, she worked in institutional investment consulting before transitioning to personal financial planning and wealth management in 2001. It was at CCP Inc., the fee-only financial planning firm that her mother had founded, that Carin’s passion for financial planning took root. Carin enjoys building personal relationships and developing financial plans that help individuals and families navigate their unique journeys towards their short- and long-term goals. She is a member of the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). Carin graduated from the University of Notre Dame with degrees in Economics and French. She lives in the Chicago suburbs with her husband and their three children.


475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

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