Certified Financial Planner® Kelly Campbell is President of Campbell Wealth Management and author of Fire Your Broker. He combines the personal passion for seeing his clients live out their dreams, with the education and experience of managing financial affairs for nearly two decades. He provides a plan for investors looking to restart their financial engines. As a regular on CNBC, Kelly shares his vision and commitment to help change people’s financial future.
Kelly is a well known and highly regarded expert who provides comprehensive individual financial planning, retirement planning, cash flow analysis, asset allocation, money manager strategies, tax review, estate planning. He has run a successful financial management company for more than 18 years.
In addition, Kelly’s comments and advice have appeared in Investment News, ABA Journal, Yahoo Finance, Market Watch, the Journal of Accountancy, The Washington Post and New York Times. Kelly provides regular commentary on national television shows such as ABC “Nightline”, World News Tonight, CNBC, Fox Business and Forever Young TV.
The Value of Mentoring
“Great coaches help us build our strengths and overcome our weaknesses. They help us get better at things that we are already good at and love to do. But even more importantly, coaching allows us to realize that we should not try to focus on getting better at our weaknesses. Instead, we should overcome them through delegation or deletion.”
Kelly is a strong believer that one is never too old to learn. Since beginning his career in the financial services industry nearly 20 years ago, he has always looked for opportunities to grow—seeking guidance from personal and business coaches and learning from industry leaders like Tony Robbins, Jay Abraham, Dan Sullivan, Ron Carson, Sarano Kelley and Duncan MacPherson. “We are all students no matter our age,” he says.
He has also served as mentor and coach to hundreds of people in the financial services industry by helping advisors set up their own financial practices, providing individual consulting, speaking at events across the country as well as offering his perspectives on the financial services industry to the media.
Kelly has many titles next to his name. These include Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Mutual Fund Counselor (CMFC). He has spent real money and real time to learn the many facets of financial planning and financial services.
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Kelly Campbell, a Certified Financial Planner, has nearly two decades of experience in the financial planning and investment management. He is President and CEO of Campbell Wealth Management, an independent, Northern Virginia/Washington, DC-based firm.
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Joe Anthony
Gregory FCA Communications
JoeA@GregoryFCA.com
610-228-2095
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