Phil Couture, CFP®, NSSA™

Phil Couture, CFP®, NSSA™

President and Investment Strategist

Phil Couture began his financial career in 1971 and started financial planning in 1980, but the market’s collapse in 1987 made him realize that his clients’ needs went beyond a financial plan. Even more important was helping them build financial security through proper management of their assets.

“From the start, I realized that good asset management needed an approach that helped minimize risk without being too conservative. After all, my clients still need to grow their portfolios. Over the years, our investment approach has been refined and improved through knowledge gained from thousands of hours of seminars and workshops, and through developing relationships with top market analysts."

“In today’s uncertain market, we get calls every week from clients who can’t thank us enough for the success of their portfolios.”                                                  - Phil Couture

Phil Couture and his team are dedicated to ensuring that the investment advice offered clients is both competent and free of conflicts of interest, and to serving clients with the highest level of integrity and professionalism. He believes in helping clients understand their choices through an objective overview of their alternatives to enable them to make sound decisions regarding the management of their assets.

He has served continuously in financial planning organizations since the early 1990s, including until 2019 as Treasurer for the Board of Directors of the Financial Planning Association (FPA) of the Suncoast (Sarasota-Manatee FPA). As Vice President of the Board of Directors of the Sarasota Chapter of the International Association of Financial Planners, Phil was responsible for the organization’s continuing education provided for local planners.

In addition to extensive professional studies, Phil holds a Bachelor of Science degree in Finance and has created and taught adult education classes, seminars and workshops. He served on the Financial Planning Advisory Board at Chapman College in Orange, California and has received numerous industry recognitions.

He has been a Certified Financial Planner™ since 1986 and was one of the earliest financial professionals to receive the designation.

More recently, Phil became a National Social Security Advisor Certificate Holder. NSSA® is the only ACCREDITED Social Security Certificate program in the nation!