Brian Perkins, CFS
Financial Stability Starts Here
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CDP Financial Group
Brian Perkins, CFS
Littleton, CO
Serving Clients Nationwide
Financial Stability Starts Here
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Brian Perkins, CFS
Brian Perkins studied finance in the Leeds School of Business at the University of Colorado. He completed two internship programs with UBS and AG Edwards.In 2007, Brian became licensed and joined MCL Financial Group and now is part of CDP Financial Group. Brian received his CFS (Certified Fund Specialist) designation in 2016 which requires hours of study, the passing of a series of exams and a final in depth case study. He is an expert at Modern Portfolio Theory, mutual funds, ETFs, asset allocation strategies and portfolio construction.
Brian values the relationships he has with his clients and helping them meet their financial and retirement goals.
In his spare time, Brian enjoys spending time with his wife and three kids and various recreational activities.
Professional Designations
- Certified Fund Specialist (CFS)
Primary Location
26 West Dry, Creek Circle, Suite 460, Littleton, CO 80120
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About CDP Financial Group
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.✔️ Planning For Your Financial Future
Since 2008, we have helped create programs and portfolios to meet long-term financial goals. Have question about investments, taxes, retirement, and/or estate planning? Let us know and we'd be happy to help.
✔️ A Proven Approach
We start by listening to your needs and personal goals and analyze your current portfolios. Then, we recommend an investment strategy designed to meet your risk tolerance. We make sure that you clearly understand how our fee structure works before making any decisions.
✔️ Why Us?
Our fee based model ensures that our recommendations are unbiased and not driven by commissions. As a fiduciary, we must look after our clients' best interest at all times. We make sure to listen first and then make recommendations based on your needs and goals. You won't experience more personal and higher level of service anywhere else.
Education
University of Colorado, Boulder, BS, Business - Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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