Bryan Campbell Email & Phone Number
Partner, Financial Advisor, CPA @ The Wiser Financial Group
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Bryan Campbell Location
- Portage, MI, US
Bryan Campbell Work
- Partner, Financial Advisor, CPA @ (January 2021 - Present)
- Senior Financial Advisor, CPA @ (July 2015 - January 2021)
- Financial Advisor @ (March 2012 - July 2015)
- Senior Associate @ (January 2009 - December 2011)
- Associate @ (September 2005 - December 2008)
- Tax Intern @ (January 2004 - April 2004)
- Tax Intern @ (April 2003 - June 2003)
Bryan Campbell Education
- Michigan State University
Bachelor of Science - BS (Economics)
2000-2005 - Michigan State University
Bachelor of Arts - BA (Accounting)
2000-2004
Bryan Campbell Skills
- Financial Goals
- Finance
- Financial Services
- Helping Clients
- Tax-advantaged Investment Strategies
- Retirement Planning
- Portfolio Management
- Investment Advisory Services
- Client Relations
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Wealth Transfer
- Family Wealth Management
- Wealth Accumulation
- Wealth Preservation
- Intergenerational Wealth Transfer
- Risk Management
- Inheritance Tax Planning
- Tax Planning
Bryan Campbell Summary
- Bryan Campbell, based in Portage, MI, US, is currently a Partner, Financial Advisor, CPA at The Wiser Financial Group. Bryan Campbell brings experience from previous roles at The Wiser Financial Group, Kaydan Wealth Management and PwC. Bryan Campbell holds a 2000 - 2005 Bachelor of Science - BS in Economics @ Michigan State University. With a robust skill set that includes Financial Goals, Finance, Financial Services, Helping Clients, Tax-advantaged Investment Strategies and more. Bryan Campbell has 1 emails and 2 mobile phone numbers on RocketReach.
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