Campbell Financial Partners
- Retirement Planning
- Investment Management
- Financial Planning
- Portfolio Management
- Wealth Management
- Tax Planning
Fort Myers, FL 33908
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kathleen Campbell is a Fee-Only Financial Planner serving Fort Myers, Naples, Bonita Springs, and all surrounding areas. Campbell Financial Partners, LLC specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Kathleen Campbell is a NAPFA-Registered Financial Advisor.
Kathleen Campbell is the founder and Principal of Campbell Financial Partners, LLC. Her mission is to provide independent and objective financial advice and to help her clients achieve their short-term and long-term financial goals. She has a unique ability to organize each client’s financial issues and to simplify the financial planning and investment process.
Kathleen has an extensive business and entrepreneurial background. Prior to becoming a financial planner, Kathleen enjoyed successful careers in product development, marketing, retail, and real estate. Based on her experience as an owner or executive in these diverse industries, she typically has some personal or business experience relevant to every person she meets.
Education and Affiliations:
Executive Program for Financial Planning Certification, With Distinction
University of Georgia, Terry College of Business, Athens, GA
Bachelor of Arts in Economics, Agnes Scott College, Decatur, GA
NAPFA (National Association of Personal Financial Advisors) – NAPFA-Registered Financial Advisor
Garrett Planning Network – member
Our mission is to help our clients achieve their goals by providing clear and independent financial advice. We offer both financial planning and investment management services. To learn more about our firm, click the "Visit our Website" link to the left.
Completely objective financial advice. It’s a simple philosophy and one in which we strongly believe. We want our clients to have the peace of mind that comes with knowing their financial affairs are in order. As your planning partner, we assist you in designing strategies and solutions to meet your unique needs. In our meetings with you, we will help you determine where you stand, where you want to go, and how to best get there. The right planning can make all the difference.
We are a “fee-only” firm, which means we are paid solely by client fees and work only for our clients. We are completely independent and are not affiliated with a brokerage firm, insurance company or other organization. There are no commissions, sales incentives or referral fees to influence our recommendations.
As a Registered Investment Advisory firm, we are legally and ethically held to a fiduciary standard – this means that the financial advice you’ll receive must be in your best interest. We plan on a life-long relationship with our clients, as wealth is accumulated and protected through proper planning.