CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Wealth Management Coordinator

Hi, I'm Jose and I am the wealth management coordinator at Campbell Wealth Advisors. I'll likely be the first person you'll talk to when calling our office for an update or making an appointment to see Carla. I am finishing up my finance degree at California State University of San Marcos. I am a big soccer and baseball fan, love playing and watching both of these amazing sports. After graduating, my goal is to continue to pursue my dream of becoming a financial advisor. I look forward to combining my passion for finance with my love of sports to create winning financial strategies for my clients. Whether it's helping them save for retirement, invest wisely, or plan for major life events, I'm excited to be on this journey of financial empowerment, supporting individuals and families in achieving their financial dreams.

Job Titles:

• Associate
• Financial Advisor

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... Hi, I'm Rick and I'm an associate financial advisor 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 and annuities. At Campbell Wealth Advisors I am the insurance and annuities lead. I am also a fiduciary which means I am legally and ethically bound to act in my clients' best interests - always. This is a role I gladly accept. I hold degrees from Northwestern University and a West Virginia University. In another life I was a glob-trotting reporter looking for a scoop. Now my only assignment is ensuring that your financial story has a happy ending.