Steve Roberts

Wealth Advisor



Steve started his career in financial services in 1997. Steve is a veteran in the industry having attained his CFP® certification while at Brown & Tedstrom in Denver, CO. He then joined USAA as a Financial Planner and held roles in executive management. In 2009, Steve became owner, President and Chief Compliance Officer of CCP, Inc. Steve has long held a passion for financial planning and portfolio management. That passion fuels a belief that strong relationships, thoughtful consideration and direct guidance can help our clients achieve success in their financial journey. Steve received his undergraduate degree from Indiana University and an MBA from DePaul University. Steve, his wife and three children reside in the suburbs of Chicago.


475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

Visit Office

Ready to learn more?