Monroe Campbell
Certified Financial Planning Practitioner at ACI Financial, LLC
- Role
- Certified Financial Planner at Aci Financial Llc
- Location
- Pendleton, SC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Monroe Campbell
Financial Planning is the process of developing a strategy to meet the financial needs of…
Experience
Certified Financial Planner
Jul 2009 — Present · Pendleton, SC, US
Education
The Citadel
Business Administration, Business
2003 — 2007
Southern Methodist University
Southern Methodist University, CFP
2007 — 2009
Skills
- Certified Financial Planner
- Financial Planning
- Portfolio Management
- Investments
- Strategic Planning
- Strategic Financial Planning
- Wealth Management
- Strategy
- Finance
- Financial Advisory
- Securities
- Financial Analysis
- Financial Modeling
- 401k
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Equities
- Estate Planning
- Fixed Annuities
- Insurance
- Investment Advisory
- Management
- Mutual Funds
- Retirement
- Retirement Planning
- Series 7
- Valuation
- Wealth
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