Erin Campbell (CFP®, CPA/PFS)
Erin Campbell focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Beacon Financial Strategies provides clients with a coordinated approach to financial planning, tax and investments. Erin is a principal of Beacon and serves as the firm’s tax and financial planning coordinator. Erin has spent her entire career in the financial services industry working with clients in the areas of tax and financial planning.
Additional Information
Erin is a native of North Carolina. She received her degree in Business Administration at UNC Chapel Hill. Erin is a Certified Public Accountant and a Certified Financial Planner™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning. She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.
NAPFA Start Date
June 29, 2009
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