Kevin Campbell

Co-founder & Financial Advisor @Periscope Wealth Advisors

San Luis Obispo, CA, US
EMAILS
k••••@periscopewealthadvisors.com
MOBILE NUMBERS
+17•••••••56

Signup · Get unlimited contacts

WORK HISTORY

Jun 2022 — Present

Co-founder & Financial Advisor @Periscope Wealth Advisors

View department →

San Luis Obispo County, CA, US

Periscope Wealth Advisors is a wealth management firm based in Anaheim Hills, CA and San Luis Obispo, CA. Through our knowledge of Retirement Planning, Tax Strategy, and Wealth Management, we are specially equipped to help our clients navigate the financial complexities that accompany retirement.

EDUCATION

2008 — 2010

Cuesta College

Associate of Arts (A.A.)

N/A

Long Beach State University

Finance, Investments

2019

The American College of Financial Services

Certified Financial Planner (CFP®), Financial Planning and Services

2010 — 2012

California State University, Long Beach

Bachelor's degree, Finance and Financial Management Services

SKILLS

Microsoft ExcelMarketingManagementFinanceTime ManagementRetirementFinancial PlanningSocial NetworkingSalesFinancial AdvisoryHolistic Financial PlanningStrategyInsuranceTrainingCustomer SatisfactionLeadershipSocial MediaInvestmentsCustomer Service

ABOUT KEVIN CAMPBELL

Co-Founder & Certified Financial Planner™ at Periscope Wealth Advisors

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Kevin Campbell — Email, Phone Number & Contact Info | Unifers