Jacob Campbell
Helping Business Owners & Professionals achieve financial clarity through a coordinated, concierge-style planning team ⭐ Certified Financial Planner™ ⭐ 2024-25 Five Star Wealth Manager ⭐ Trusted by 100+ Families & Owners
- Role
- Certified Financial Planner and Wealth Management Advisor at WestPac Wealth Partners
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Jacob Campbell
As the Financial Planning Lead of Jacob Campbell and Team at WestPac Wealth Partners, I specialize in delivering tailored financial strategies for business owners and executives.Our mission is to help you navigate financial complexities with clarity and confidence.We offer a structured 5-step planning process:1. Discovery – Understanding your values and goals.2. Financial Organization – Bringing clarity to your financial landscape.3. Prioritize Planning – Aligning actions with your priorities.4. Strategic Solutions – Crafting personalized strategies.5. Implementation – Executing your plan with precision.Who We Serve:Business Owners ($1M+ revenue)- Profit extraction & tax minimization- Business continuity & exit strategies- Key employee retention planning- Asset protection & risk management- Retirement planning & personal wealth integrationProfessionals (equity-comped employees)- RSU, ISO, and NSO strategy- Concentrated stock risk management- Tax-efficient diversification- Early retirement & liquidity planning- Estate & legacy structure for tech wealthWhether you\'re building a business or preparing for financial freedom, we help you get organized, reduce risk, and make confident decisions at every stage. Let\'s connect and talk through what matters most to you./COMPLIANCE:20••••77/
Experience
Certified Financial Planner and Wealth Management Advisor
Jun 2016 — Present · San Diego, CA, US
Lead a specialized team focusing on financial planning for business owners and professionals.Develop and implement customized financial strategies aligned with clients\' goals.Coordinate with CPAs, attorneys, and other professionals to ensure comprehensive planning.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0K27963. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Indiana University Bloomington
Bachelor's degree
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