Back to Search Favorites List

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

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

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