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.
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 12 years in a row from 2012-2023 (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.
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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