Since 2004, I have been giving simple-to-follow financial advice to clients across the country.  During my career, which included the two biggest brokerage firms in America, my clients would refer to me as their financial “teacher”.  That’s what motivated me to obtain the CERTIFIED FINANCIAL PLANNER™ designation and establish Campos Financial.  As an independent registered investment advisor, I can provide the personal attention each client needs without the influence of sales goals.

Being raised by a single mother in New England, I learned the value of money and the importance of family early on.  I watched as my mother created a budget that allowed her to buy our first car and home.  As a child, my grandparents and I rolled quarters to buy savings bonds that ultimately paid for my bachelor’s degree from Salve Regina University in Newport, RI. Now with a family of my own in Miami, FL, I find myself in something called the “sandwich generation”.  It refers to anyone who is caring for a child and an elderly relative at the same time.  Before my grandmother was diagnosed with Alzheimer’s and eventually passed away due to complications relating to Covid-19, I had planned for her long-term care.  I worked with a lawyer to draft a durable power of attorney so I could manage her monthly bills, prescriptions and life insurance policies.  At the same time, I bought a house, began to save for my child’s college education as well as my own retirement in the future.  It has been a difficult journey, but it has made us stronger as a family.

That’s why I created Campos Financial.  I enjoy helping people manage their financial goals so they feel confident in their family’s future.  Campos Financial’s Financial Planning Service is designed to clarify your goals and provide specific recommendations on the best ways to achieve them.  Whether it’s deciding which type of college savings account to use, when you should begin to collect social security payments or how to manage your retirement accounts – I can help.  I’ll work with you to create a clear customized plan of action.  Once completed, your financial plan is yours to implement on your own or we can continue to work together under Campos Financial’s Investment Advisory Services to invest and monitor your assets.

As a CERTIFIED FINANCIAL PLANNER™, I am held to the fiduciary standard which means I will always act in the best interest of my client when providing financial advice.  It’s important for investors to understand what they own in their portfolios and the costs associated.  I take time to explain the risks and conflicts of interest that might exist.  Any recommendations given are the result of a thorough review of a client’s personal circumstances, appetite for risk, preferences and current economic conditions.  It makes me happy when my clients tell me that they have less stress after completing the financial planning process because they are confident they’re on the right path.