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Paige Phillips,  CFP®

Paige Phillips, CFP®

Associate Plannner

Paige Phillips joined Coble Cravens in 2021 after working for four years at a wealth management firm in Dallas. As an Associate Planner, she works with our clients and financial advisors to create holistic, personalized financial plans that are aligned with our clients’ personal and financial goals and values.

 

Paige and her husband Aaron live in Arlington and enjoy traveling, renovating their home, and spending time outside with their dogs.

 

Professional and Community Involvement

DFW Financial Planning Association, member

CASA of Tarrant County, volunteer

Central Bible Church, member & volunteer

 

Designations/Registrations

Certified Financial Planner®

Series 7 & 63

Licensed Agent for Life, Health, and Disability

Graduate Certificate in Charitable Financial Planning

 

Education

Texas Tech University – B.S. in Personal Financial Planning, Summa Cum Laude

Texas Tech University – M.S. in Personal Financial Planning