About Us

Building A Legacy Of Trust & Financial Empowerment

In 2010, Craig Perkins founded CDP Financial Group with a vision to provide personalized financial guidance and support. The initials of CDP reflect Craig's commitment to the firm and its mission. In 2016, Brian Perkins joined the firm with Craig, bringing a fresh perspective while honoring the foundational principles established by his father. Under Brian's leadership, we continue to build on our legacy of trust and personalized service.

What We Strive For

Our mission is to empower our clients to achieve their personal financial goals and enjoy financial peace of mind. We do this by delivering tailored financial plans and offering trustworthy advice. Our clients' priorities and goals are always at the forefront of what we do. Every day, we strive to earn and maintain the trust of those we serve.

Explore Our Core Values

Faith, family, honesty, integrity, and dedication are the core values that guide our firm. These principles are woven into every interaction and decision, reflecting our commitment to building meaningful relationships with our clients. We believe that upholding these values is essential to delivering the exceptional service our clients deserve. Through this commitment, we aim to create a positive and lasting impact on the lives of those we serve.

A Look Into Our Process

Step 1: Understanding Your Needs

The journey begins with a comprehensive meeting to discuss your needs, goals, fears, and priorities. We take the time to listen and understand your unique situation.

Step 2: Tailored Strategies

Based on our discussion, we offer a couple of tailored strategies designed to help you achieve your financial goals. These strategies are crafted with your best interests in mind.

Step 3: Collaborative Decision-Making

We encourage open dialogue and are here to answer any questions you may have about the suggested strategies. You have the freedom to choose the plan that best aligns with your vision.

Step 4: Execution & Monitoring

Once a plan is chosen, we execute and monitor it on an ongoing basis. Our team remains dedicated to adapting and refining your plan as your needs evolve.

Step 5: Delivering Comfort & Confidence

Our ultimate goal is to deliver financial peace of mind by helping you achieve your financial and legacy goals. We are committed to being your trusted partner on this journey.

Brian Perkins

(303) 794-0706

brian@cdpfinancial.com

Brian studied finance in the Leeds School of Business at University of Colorado. He completed two internship programs with UBS and AG Edwards. In 2007 he became licensed and joined MCL Financial Group and now is part of CDP Financial...

Craig Perkins

(303) 794-0706

craig@cdpfinancial.com

Craig graduated from the University of Southern California. After 8 years of playing professional baseball, he began his career in financial services with Connecticut General in Denver. There, he became the investment sales manager...

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If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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