Craig Koller; CFP

Craig Koller is a seasoned Certified Financial Planner with an extensive 25-year plus track record of providing comprehensive financial guidance to families and businesses in the greater Tampa Bay and Clearwater area.

Craig holds a Bachelor of Science in Financial Management from the University of North Dakota, where he excelled both academically and athletically. As a scholarship athlete, 4-year letter winner, and team captain of the football team (1989-1992), Craig honed leadership skills that have translated seamlessly into his financial career.

Craig has been securities licensed since 1993, bringing a wealth of expertise to his clients. His unique background includes hands-on experience on the floor of a major financial-exchange, where he worked with foreign currency options and futures at the Chicago Mercantile Exchange. Subsequently, he transitioned into compliance at the third-largest independent brokerage firm in the US, where he swiftly ascended to Senior Compliance Examiner, overseeing customer complaints, branch examinations, and securities fraud investigations.

In 1997, Craig relocated to the Tampa area, founding his independent financial planning practice. Eager to augment his practical experience with academic rigor, he embarked on the journey to become a Certified Financial Planner Practitioner where professionals must complete a comprehensive multiyear course of study at an approved university, ensuring a mastery of theoretical and practical financial planning knowledge.

Craig’s commitment to professional development has equipped him to specialize in various facets of financial planning, including tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance.