Kevin Campbell Email & Phone Number

Co-Founder and Financial Advisor @ Periscope Wealth Advisors

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Kevin Campbell Location

San Luis Obispo, CA, US

Kevin Campbell Work

Co-Founder and Financial Advisor @ (June 2022 - Present)
Financial Advisor @ (January 2011 - June 2022)

Kevin Campbell Education

California State University, Long Beach
Bachelor's degree (Finance and Financial Management Services)
2010-2012
Cuesta College
Associate of Arts (A.A.)
2008-2010
Allan Hancock College 2007-2008
Morro Bay High School 2000-2004
The American College of Financial Services
Certified Financial Planner (CFP®) (Financial Planning and Services)
2019
Cuesta College
Long Beach State University
Finance (Investments)

Kevin Campbell Skills

Investment Strategies
Tax Strategy
Wealth Management
Retirement Planning
Personal Tax Planning
Estate Tax Planning
Estate Planning
Real Estate Planning
Sales
Customer Service
Training
Insurance
Customer Satisfaction
Strategy
Leadership
Time Management
Investments
Retirement
Microsoft Excel
Marketing
Social Networking
Management
Finance
Holistic Financial Planning
Financial Advisory
Financial Planning
Social Media
Holistic Financial

Kevin Campbell Summary

Kevin Campbell, based in San Luis Obispo, CA, US, is currently a Co-Founder and Financial Advisor at Periscope Wealth Advisors. Kevin Campbell brings experience from previous roles at Northwestern Mutual. Kevin Campbell holds a 2010 - 2012 Bachelor's degree in Finance and Financial Management Services @ California State University, Long Beach. With a robust skill set that includes Investment Strategies, Tax Strategy, Wealth Management, Retirement Planning, Personal Tax Planning and more. Kevin Campbell has 2 emails and 1 mobile phone numbers on RocketReach.

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