Carla Campbell CPA CFP

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About

Carla Campbell has 25 years of experience working with families to establish specific financial goals for the attainment and preservation of wealth.

Address: 285 N El Camino Real #215, Encinitas, CA 92024, USA

Phone: (760) 487-5678

State: California

Zip Code: 92024

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Reviews

Honest, hardworking, professional, caring and a star in her field, Carla Campbell takes her fiduciary responsibility to her high-end clients seriously. Each and every year she invests heavily in continuing education to stay on top of the latest tax code changes and investment opportunities. In recent years, she's become an expert in long-term health care, education planning, retirement planning, annuities and other revenue streams. What separates her from most others in her field is the aforementioned fiduciary responsibility -- which means she puts the client's interest before her own -- and her expertise with taxes and financial planning. This isn't as common as you might think. This one-two punch -- coupled with her vast experience -- makes her very much in demand. I am very fortunate to have her on my team.

 9 years ago (14-08-2017)

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