Also known as campbell financial
Campbell Financial Partners is a fee-only financial advisory firm based in Fort Myers, Florida, with offices serving the Naples and Sanibel areas. It was founded in 2006 and reports about $203 million in assets under management. The firm states that it receives no commissions or referral fees, which it says avoids many conflicts of interest. It helps clients assess their current position, define future goals and plan how to reach them. Founder Kathleen Campbell worked in marketing, product development, retail and real estate before becoming a financial planner. Advisor James Moore holds the CFP designation.
Public regulatory records matched to Campbell Financial Partners from SEC and IRS filings.
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Campbell Financial Partners is a wealth manager based in Fort Myers, United States, managing approximately $203M in assets.
Campbell Financial Partners is headquartered in Fort Myers, United States.
Campbell Financial Partners manages approximately $203M in assets under management.
Campbell Financial Partners was founded in 2006.
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