News & Events
Summer 2010
Take time for yourself.
Summer's often the most rewarding season, with time spent with family and friends. Enjoy the slower, longer days of summer—while they last!
Constance C. Peters
CCP Personal Financial Management LLC was formed in 2010 to provide money management services for busy professionals and other individuals, either too busy or too overwhelmed to keep their own financial "housekeeping" needs current.
Connie Peters has over 30 years experience in financial services. She has held positions requiring financial expertise, organization and management skills.
CCP Personal Financial Management LLC offers financial help that is private, secure and personal.
Education
• Certificate, New Directions, Pace Law School
• JD, Pace Law School
• CFP, College for Financial Planning
• BBA, Baruch College
Licenses
• CFP® Certified Financial Planner™
• FINRA Series 4, 7, 24, 53, 63 and 65 (through Dec 31 2008)
• Bar Admissions - NY (1999) and CT (1998)
Certified for Part 36 guardian and guardian ad litem appointments,
NYS Office of Court Administration
Member
• American Association of Daily Money Managers (AADMM)
• Westchester Women's Bar Association (WWBANY)
• New York City Bar Association (NYCBA)
