Craig R. Koller, CFP®

Craig graduated from the University of North Dakota with a BS in Financial Management in 1993. While attending he was a 4-year football letter winner and team captain.

In 1993 he became securities registered and shortly thereafter began work on the floor of the Chicago Mercantile Exchange in Foreign Currency Futures trading. Two years later Craig began work at the 3rd largest independent brokerage firm in the US and was quickly promoted to Senior Compliance Examiner overseeing customer complaints, branch examinations and securities fraud investigations.

With one of the most unique backgrounds and experience in the industry, Craig relocated to the Tampa area in 1997 to begin his own financial planning practice. Craig is a CERTIFIED FINANCIAL PLANNER™ PRACTITIONER. CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP Board.

CFP® practitioners must pass a comprehensive two-day, 10-hour CFP® Certification Examination demonstrating the ability to apply financial planning knowledge in an integrated format. Areas of focus include the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. CFP® professionals must also have three years minimum experience, abide by a strict code of professional conduct, and meet ongoing continuing educational requirements.

After taking multiple clients through the process of getting divorced, Craig realized the need for comprehensive financial advice during such a life-altering event. Craig obtained his Certified Divorce Financial Analyst (CDFA) Designation in 2001 and began helping clients go beyond just making assets lists by helping them create a detailed post-marriage financial plan of action.

Craig resides in Belleair Beach with his children, Jack and Allison, and golden lab, KC. He is an avid sailor, an accomplished woodworker, enjoys skiing, and ran his first marathon in 2006.

He can be reached by email or his office phone, (888) 224-3934.