Kathleen Campbell

Campbell Financial Partners

Financial Planner and Investment Manager

Contact Me

Kathleen Campbell

Campbell Financial Partners

Financial Planner and Investment Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your goals. The right planning can make a world of difference. - Kathleen Campbell

Contact Me

(239) 454-5333

Website

Fee-Only Financial Adviser serving Fort Myers, Bonita Springs, & Naples areas

Kathleen Campbell is a Fort Myers, FL fee-only financial planner.  Campbell Financial Partners provides comprehensive and objective financial planning and investment management to help individuals and couples organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary firm, we are never paid a commission or referral fee of any kind and we have a legal obligation to provide unbiased financial advice.

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, she enjoyed successful careers in product development and marketing.  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 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.

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.

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.

Specialties

  • Retirement Income Planning
  • Investment Management
  • Comprehensive Financial Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Sudden Money Situations
  • Business Owners and Executives
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kathleen Campbell is a NAPFA-Registered Financial Advisor

    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.

  • Garrett Planning Network - GPN
    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.

  • Dimensional Funds
    Campbell Financial Partners is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

Contact Kathleen Campbell

(239) 454-5333

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Office Locations:

  • 17595 S. Tamiami Trail
    Suite 220
    Fort Myers, FL 33908

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