Craig Narum
CFP®
Trisperity Advisors
Principal
Craig Narum
CFP®
Trisperity Advisors
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Craig Narum, CFP®
Fee-Only financial planner located in Katy, TX, serving clients locally and across the country
Craig Narum is a Katy, TX fee-only financial planner. Trisperity Advisors provides comprehensive personal financial planning, investment management and retirement planning as well as business formation and business succession planning to help individuals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Craig Narum is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Craig Narum is the Principal for Trisperity Advisors. After extensive consultation and review of a client's objectives and financial holdings, Craig presents a financial Roadmap which guides clients on their way to financial independence. He also ensures that their assets are managed in alignment with their goals for protection, growth, and availability to fulfill their future needs and final plans of passing wealth to loved ones and charity. He is accessible to clients during the year to help them address other important wealth objectives as they arise.
Craig has 30+ years of experience in wealth advisory, investment portfolio management, business and cash flow analysis, capital allocation and strategic decision-making. Previously, Craig served as a corporate planning manager for Mobil Oil Corp and business management system director for Halliburton-Landmark Graphics.
Craig has served on boards of the Katy Area Chamber of Commerce and other community organizations and is a member of the national Financial Planning Association. He has volunteered locally for several years with Boy Scouts of America and Junior Achievement. 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 Narum is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Our name Trisperity comes from the Latin roots tri- and sper-. The sper- means to succeed, as in prosperity. This is a state we strive to create or maintain for every client. The tri- represents the three things people typically want to do with their financial assets that we help them to achieve -- protect, grow and give (to charities and loved ones). Trisperity offers an exceptional concentration of professional talent, resources and services at the same Katy, TX location including retirement planning and investment management! We seek to develop long-term partnerships with our clients through West Houston, a commitment that often lasts for generations! We constantly strive to deliver a premium level of service and personalized attention to you and your family, through every stage of your life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Craig Narum is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Craig Narum is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Craig Narum is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Craig Narum
Office Locations:
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22202 Highland Knolls Dr
Katy, TX 77450
