Kathleen Campbell

Kathleen Campbell focuses in the
following client markets or areas of practice:

  • Federal Employees
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Our mission is to help our clients achieve their goals by providing clear and independent financial advice. We provide personalized financial planning and investment management services, primarily to retirees and pre-retirees.  To learn more about our firm, click the "Visit our Website" link.

NAPFA Start Date

September 14, 2006


This Office

17595 S Tamiami Trl Ste 220 Fort Myers, FL 33908-4819 Phone: (239) 454-5333 Fax: (877) 395-8616