CERTIFIED FINANCIAL PLANNER™

Jerome Perkins

Overview

I grew up on the east coast, going to high school in New Jersey. My passion for running brought me out to Colorado to run cross country and track at the University of Colorado. While at Boulder I was able to continue pursuing my enjoyment with math by majoring in Applied Math. It is through that program that I found a fascination with finance and the math behind investments. After school I was lucky enough to fall upon a job opportunity with Schafer Financial Management in 2013 which allowed me to experience all facets of finance in the real world. After gaining a further appreciation for the investment management business I gained my CFP® certification in 2016 and have been working as a Financial Planner and Director of Investment Research with the company since. Now as a CFP® I really enjoy trying to help fellow millennials understand the nuances of asset management and help set them up for a successful future.

Education

University of Colorado

  • B.S./M.S. Applied Mathematics with an emphasis in Finance and a minor in Economics
Certifications
  • CFP®
Insights & Resources