Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS
Philip joined Homrich Berg as a Director in January of 2019 after co-founding an independent financial planning firm in 2013. Philip serves his clients in the areas of individual tax, estate, investment, and retirement planning. Throughout his career, Philip has continuously furthered his education in order to better serve his clientele. Philip is a licensed Certified Public Accountant, a CFA Charterholder, a Chartered Alternative Investment Analyst, and a CERTIFIED FINANCIAL PLANNER™.
Prior to Homrich Berg, Philip worked with clients at SoundRiver Advisors and served as its Executive Director responsible for the firm’s operations and regulatory compliance. Initially, Philip spent his first 11 years in wealth management with PPA Investments, Inc., a FINRA-member Broker-Dealer and its affiliated Registered Investment Advisor located in Roswell, GA. At PPA, Philip was promoted to Principal – Operations Manager within 2 years, but while there, served in many capacities.
Philip is actively involved in the Georgia golf community serving as Secretary-Treasurer and Member of the Executive Committee of the Georgia State Golf Association. He is also a Trustee and Scholarship Committee Chairman of the affiliated GSGA Foundation. The GSGA Foundation assists the golf industry in Georgia by providing educational opportunities through the Yates & Moncrief scholarship programs. Since 1988, the GSGA Foundation has awarded more than $3.5 million in scholarships to deserving scholars in both programs.
Philip graduated from Georgia State University with a Master’s in Public Accountancy in 2013. He earned dual bachelor’s degrees in Business (Real Estate) and Landscape Architecture from the University of Georgia in 2001 and 2000, respectively.
Philip is originally from Blakely, Georgia, but now lives in the Brookhaven area of Atlanta. In his spare time, he enjoys spending time with his wife Amme and 5 children, golfing, traveling, hunting, and playing various musical instruments.