Peter Campbell (CFP®)
Peter Campbell focuses in the
following client markets or areas of practice:
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Bull Oak is a fee-only fiduciary financial advisor in San Diego. We bring together financial planning, investment management, tax strategy, tax prep, and filing under one roof and one fee. We help you organize and optimize your money so you can retire with confidence.NAPFA Start Date
May 06, 2024
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identifying a potential advisor for their review and consideration. The appearance of an
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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.