Financial Planner
Learn about how Dave can oversee your family’s finances
Dave created the Perkins Wealth Management practice in 2004 upon joining CIC and combines the investment expertise and financial planning resources of Carolinas Wealth Consulting with the specific tax and estate planning advice he provides through his North Carolina CPA firm, David A. Perkins, CPA. Dave is an attorney, CPA, and CERTIFIED FINANCIAL PLANNERTM professional. He led the Personal Financial Services team at KPMG Peat Marwick in Charlotte and later served as Director of Financial & Estate Planning at IJL/Wachovia. Dave has earned the “PFS” or Personal Financial Specialist designation from the AICPA. Dave earned his CFP® designation in the 1980’s and was among the early vanguard of advisors who adopted and refined the ability to provide holistic financial and tax planning services to executives and families.
Dave received his undergraduate degree from Lafayette College in Pennsylvania, and he attended Albany Law School of Union University in Albany, NY. He and his wife, Robin, have two daughters, Emily and Perry. Dave holds FINRA Series 7, 24, 63, and 65 licenses.