Erin Campbell
CFP®, CPA, PFS
Beacon Financial Strategies
Financial Advisor
Erin Campbell
CFP®, CPA, PFS
Beacon Financial Strategies
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Erin Campbell, CFP®, CPA, PFS
Fee-Only Financial Advisor serving Raleigh, NC area.
Erin Campbell is a Raleigh, NC fee-only financial planner. Beacon Financial Strategies provides comprehensive and objective financial planning, tax planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Erin Campbell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Erin Campbell is a founder and 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. 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.
Erin works with clients in the areas of tax and overall financial planning. Erin’s specific areas of expertise are stock option planning and tax minimization strategies for executives and retirees, as well as, helping clients make tax-optimized withdrawal decisions.
Erin is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants. She is the former chair of the NCACPA Young CPA Cabinet and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.
Erin Campbell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees
- Business Owners and Executives
- Sudden Money Situations
- Pre-Retirees
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Erin Campbell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Erin Campbell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Erin Campbell is a Certified Public Accountant (Learn More)Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
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Erin Campbell is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Erin Campbell
Office Locations:
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8319 Six Forks Road
Suite 101
Raleigh, NC 27615
