Kelly Campbell

CFP, Chairman & CEO at Campbell Wealth Management
On the record

As the CEO of Campbell Wealth Management, I work with business executives and owners and their families as a personal CFO. I set up Campbell Wealth to provide every financial service that a busy executive would need for their business and personally. These may include investment management, financial planning, estate planning, asset protection, tax planning, retirement plans and insurance (all types).

Recent Quotes
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  • Now people are realizing how important that emergency fund is, especially people being laid off. It happened quickly, and people were blindsided.

    1 May 2020
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