Campbell Financial Partners
Fee-Only Financial Adviser serving Fort Myers, Bonita Springs, & Naples areas
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
Kathleen Campbell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kathleen Campbell is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kathleen Campbell is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Kathleen Campbell
17595 S. Tamiami Trail
Fort Myers, FL 33908