Craig Narum (CFP®)
Craig Narum focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Professional Athletes or Entertainers
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Professional Athletes or Entertainers
- Tax Planning
Planning Specialties
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. At Trisperity Advisors, we know what it takes to serve as a successful Certified Financial Planner (CFP) for our clients – and those happen to be our areas of focus: human compassion, problem-solving and a passion for working with numbers. For firm founder and CFP, Craig Narum, his interest in the financial realm has been a long-time pursuit. He and his team are dedicated to serving clients and allowing them to meet personal and business-related financial goals.
Additional Information
Craig has served on board of the Katy Area Chamber of Commerce, participated in other community organizations like the Katy Area Economic Development Council, and is a member of the national Financial Planning Association. He has volunteered locally for several years with Boy Scouts of America, Junior Achievement, Seven Lakes High band, local church, and various youth sports. Craig is a frequent contributor to the local media on money matters, including guest speaking events on financial planning topics for businesses, industry trade groups and other organizations. Craig and his wife, Denise, make their home in Katy with one daughter in Katy ISD schools and two in college.
NAPFA Start Date
July 17, 2017
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