Phil Couture B.S. CFP
Specialist InCertified Financial Planner
ExperiencePhil has served continuously in financial planning organizations since the early 1990s, including until 2019 as the Treasurer for the Board of Directors of the Financial Planning Association (FPA) of the Suncoast (Sarasota-Manatee FPA). 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; is a National Social Security Advisor Certificate Holder; and has been a Certified Financial Planner™ since 1986 and was one of the earliest financial professionals to receive the designation.


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. 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.