Craig  Narum,  CFP<sup>&reg;</sup> - Financial Advisor

Craig Narum, CFP®

Trisperity Advisors

22202 Highland Knolls Dr
Katy, TX 77450
FINANCIAL ADVISOR'S WEBSITE
(281) 395-1021

General

Craig Narum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trisperity Advisors in Katy, TX and the surrounding communities.

Financial Advisor Overview

Trisperity helps individuals, families and businesses protect, grow and give financial wealth through financial planning, investment management, retirement planning, risk management, estate planning and tax planning.

People hire us when they want independent and objective advice from a firm with a CERTIFIED FINANCIAL PLANNER™, and tax and business professionals that are not associated with a Wall Street brokerage firm, bank, insurance company, broker/dealer or any other financial entity.

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Financial Advisor Experience

Craig earned his Chemical Engineering degree from the University of Oklahoma in 1983. After his last position in the energy industry as U.S. E&P planning manager for Mobil Oil, he passed the exams of the Certified Financial Planner Board of Standards in 2001 and started a financial advisory firm. Today, Trisperity handles the financial affairs of families and businesses located in 10 states and 5 different countries.

Craig is a member of the national Financial Planning Association, was voted “Best Financial Advisor” in the 2007 Katy Sun Reader’s Choice Awards, and was named a “Five Star: Best in Client Satisfaction Wealth Manager” in the Houston area for 2009, 2010, 2012 and just recently again in 2013 (as published in TexasMonthly magazine).

He has been active in the community through service with the Katy Area Chamber of Commerce, Katy Area Economic Development Council, Katy ISD, Junior Achievement program, Boy Scout Troop 584, Seven Lakes High bands, Epiphany of the Lord church, and various youth sports.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources