About My Practice
Kingsley Perkins and Company, LLC is dedicated to helping working professionals gain a clear understanding of their financial position, define their financial goals, and identify strategies for achieving financial security.
Kingsley Perkins and Company, LLC is a fee-only personal financial planning firm registered with the State of Illinois as an Investment Advisor. The firm eliminates any conflict of interest by not accepting any third-party payments, such as commissions or finders fees. The only payments to the firm are from its clients. Consequently, all recommendations are based solely on client needs.
Charles (King) K. Perkins is a Certified Financial Planner with over 30 years experience in banking. King became a CFP (Certified Financial Planner) in 1991. He is a member of NAPFA (National Association of Personal Financial Advisors) and he is a NAPFA-Registered Financial Advisor. King is also a member of the FPA (Financial Planning Association).
Before starting his fee-only financial planning practice, King spent over 30 years in banking with a major Chicago Bank. His assignments included international banking, where he was based in London, and corporate banking, with assignments in commercial lending and cash management. For the last thirteen years, in private banking, King focused on the needs of physicians and their independent medical practices. He holds an MBA in finance from Loyola of Chicago, and a BA in economics from DePauw University. He also spent three years as a U.S. Naval Officer.
Over 30 years with a major Chicago Bank
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - FDS
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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