Erin P. Campbell| CFP®, CPA, PFS
Beacon Financial Strategies
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Insurance Analysis
- Investment Management
- Retirement Planning
- Charitable Giving and Trusts
- Elder Care Issues
- Estate Planning
- Planning for Business Owners
Our Other NAPFA Members
Raleigh, NC 27615
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Erin Campbell is a Raleigh, NC Fee-Only Financial Planner serving Raleigh and all surrounding areas. Beacon Financial Strategies specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Erin Campbell is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Erin is a principal of Beacon Financial Strategies Corp. and serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she attended UNC Chapel Hill where she received her degree in Business Administration with a concentration in Accounting (1999). Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning.
Since 1999, Erin has worked with clients in a full-time capacity in the areas of tax and financial planning. Erin’s specific areas of concentration are stock option planning and AMT minimization strategies for executives, cash flow and budgeting analyses, retirement and assisted living feasibility assessments and education savings projections.
Erin is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants. She is a former Chair of the NCACPA Young CPA Cabinet and serves on the Financial Literacy Council. Erin has also served as Treasurer (2008-2010) of the Greater Raleigh chapter of the National Association of Women Business Owners (NAWBO).
In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.
Beacon Financial Strategies was established in 2004 with the purpose of helping individuals and families make sound and strategic financial decisions. In many cases, our clients are faced with complex and interrelated financial issues that require the expertise and depth of an advisory firm with the breadth of knowledge that most investment advisors lack.
Our coordinated approach to financial planning, tax, and investments is unique. In addition, our proactive and “high touch” approach to client communication provides our clients with a peace of mind in knowing that their financial future is in good hands.