Hi, and thanks for visiting Campbell Wealth Advisors. It’s hard to believe how much has changed since I started building financial relationships with affluent families and individuals back in 1991 here in Encinitas.
That year the DOW topped 3,000, and the public was introduced to something named the World Wide Web. Google and Amazon didn’t even exist.
But while the world has changed, client dreams and goals have not. Travel, stress-free retirement and good health often top the list.
Unfortunately those goals have never seemed so elusive. We are living longer in retirement and our money needs to last as long as we do. But how to avoid that one financial misstep that could set you back years -- or keep you from achieving your goals entirely?
This is where my experience and training can make a difference. Some financial professionals are Certified Public Accountants. Others are Certified Financial Planner Professionals. I am both. In addition, I hold Series 7, 63 and 65 credentials and am insurance licensed in California.
All this means I not only understand investments but their tax implications. I am also a fiduciary and must by law put my clients’ interests ahead of my own.
My goals for the coming year include holding more financial workshops for women, playing more classical piano and hanging out with my dog Duke. I support the Women’s Resource Center and the San Diego Food Bank.