Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Carla Campbell, CPA CFP®
Wealth Advisor
844.482.3653
carla@campbellwealthadvisors.com
Hi, and thanks for visiting our website. It’s hard to believe that so much has changed since 1991, the year I started building financial relationships with affluent families and individuals. That year the DOW topped 3,000 and the...
Rick Rogers
Associate Financial Advisor
844.482.3653
rick@campbellwealthadvisors.com
Hi, I’m Rick and I’m a financial professional at Campbell Wealth Advisors. I hold Series 6, 63 and 65 credentials and am licensed by the state of California to sell insurance products, including long-term care protection...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.