Continue Your Financial Success!

QUALIFICATIONS

 

HAROLD J. PERKINS, MBA, CPC

 

Mr. Perkins brings a unique combination of investment management and financial planning skills to each client relationship. His career combines advanced technical expertise with over a quarter century of practical experience.

 

Prior to founding Continuum Financial in 2002, Harold served as the Senior Vice President and trust manager of a major Texas bank.  His duties included supervising all aspects of personal trust, estate, and qualified retirement plan services, including the structuring of investment portfolios for a diverse range of client situations. He has guided numerous retirees through the options and pitfalls of retirement plan distributions. He views his role as that of an active money manager and a trusted advisor.

 

 Professional & Academic Credentials:

 

  • Master of Business Administration (MBA) in finance from Texas A&M University

 

  • Certified Pension Consultant (CPC) from the American Society of Pension Professionals and Actuaries (ASPPA)

"Knowledge without action helps no one. Actions without understanding can be damaging. These truths apply across all professions. I focus on the financial world with the goal of taking thoughtful actions solely motivated to benefit each client."