Philip Clark, CPWA®, CFP®, CLU®

Director - KROST Wealth

» Meet Phil

Philip Clark is the practice leader of KROST Wealth. He is a CERTIFIED FINANCIAL PLANNER™ certificant. As a CFP® professional, Phil is held to the utmost standards of ethics and professional responsibility required by the designation. Phil is also a Certified Private Wealth Advisor®. CPWA® is a certification given to financial professionals who service high net worth clients. Therefore, this certification is designed for experienced financial professionals who want to address the financial needs of those with more than $5 million net worth.

As a professional dedicated to continuing education and a high standard of ethics, I leave little to chance so that my clients feel secure knowing that I’ve covered all the bases.

Phil takes pride in helping clients prioritize their financial goals. He has a passion for taking complex tax and investment strategies and integrating them in a logical and comprehensive way. It’s been a common thread throughout his career to put people first.

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Jason C. Melillo, CPA

» Meet Jason

Luis Guerrero, CPA, MBT
Principal - Tax Practice Leader

» Meet Lou

Gregory A. Kniss, CPA

» Meet Greg

Jean Hagan
Principal - Restaurant Practice Leader

» Meet Jean

Douglas A. Venturelli, Esq.
Principal - Estate & Gift, Trust and Probate

» Meet Douglas

Richard Umanoff, CPA, MBA
Principal - Estate & Gift, Trust and Probate

» Meet Richard

Evelyn Fernandez, CPA, MST
Principal - Tax

» Meet Evelyn

Our Team

Alysa Enriquez, CA License #4084176
Registered Representative

» Meet Alysa

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