Client First Advisory Group
611 Druid Rd Suite 707
Clearwater, FL 33756
736 Beachland Blvd
Vero Beach, FL 32963
104 Titus Blvd Hattiesburg, MS 39402
Hattiesburg, MS 39402
Craig Phillips was born in March 1950. After high school, he earned a Bachelors Degree from Florida State University in 1973. Mr.Phillips was employed as a consultant to Fortune 500 businesses from 1973 to 1990. He was employed as an associate of ProVise Management Group, a registered investment advisor from 1990 to 2001. Craig is the founder, Managing Partner and current CEO of Client 1st Advisory Group
Mr. Phillips is a Certified Financial Planner(CFP®) To obtain this designation, Mr. Phillips successfully completed the financial planning education requirements in nine major planning areas set by the CFP® Board, the Candidate Fitness Standards background check and the CFP examination. To maintain this designation Mr. Phillips completes 30 hours of continuing education every two years. Prerequisites for the CFP® designation include a Bachelor’s degree from an accredited college or university and three years of qualified work experience.
Mr. Phillips is a Certified Financial Transitionist (CeFT®). To obtain the CeFT® designation, Mr. Phillips had to have earned the CFP designation, undergo a Core Training program and complete a proctored written and oral certification examination. To maintain this designation, Mr. Phillips is required to complete fifteen hours of continuing education credits each year and attend mid-year workshops or annual conferences once every two years
Mr. Phillips is an Accredited Investment Fiduciary (AIF®). To obtain the AIF® designation, he had to complete either a self-study module or a combination of a classroom and self-study module then had to pass a closed-book, proctored examination to complete the course of study. To maintain the designation, your advisor completes six hours of continuing education every year.
In addition to his responsibilities as Managing Partner and CEO of Client 1st, Mr. Phillips is a former member of the Board of Directors of the Tampa Bay affiliate of the Financial Planning Association (FPA) and is a current Trustee and former Chairman of the Board of Directors for Directions for Living, Inc., a non-profit community mental health provider. He is the Florida Governor Appointed Chairman of the Board of Directors of the Early Learning Coalition of Pinellas County. He is former Chairman of the Humane Society of Pinellas’ Foundation Board and is a board member and past Chairman of the Board of Directors of the Clearwater Free Clinic. He is the former President of the Board of Directors of Belleair Country Club.