Brian Perkins

I am the Owner and Principal at CDP Financial Group, where I dedicate my experience to helping clients achieve their financial and retirement goals. My journey in finance began at the Leeds School of Business at the University of Colorado, where I studied finance and laid the foundation for my career. During my studies, I had the opportunity to complete two valuable internship programs with UBS and AG Edwards, which provided me with practical insights and experiences in the financial industry.

In 2007, I became licensed and joined MCL Financial Group, which eventually led me to become an integral part of CDP Financial Group. My commitment to professional development is reflected in my attainment of the CFS (Certified Fund Specialist) designation in 2016. This achievement required extensive hours of study, the successful passing of a series of exams, and the completion of a final in-depth case study.

As an expert in Modern Portfolio Theory, mutual funds, ETFs, asset allocation strategies, and portfolio construction, I am passionate about crafting personalized financial strategies for my clients. I deeply value the relationships I build with them, understanding that trust and communication are key to helping them meet their financial aspirations.

Outside of my professional life, I cherish spending quality time with my wife and three kids. We enjoy traveling, spending time with extended family and friends, and engaging in various recreational activities together. We also regularly attend a local Christian church as our faith is the cornerstone of our family.