Dan Campbell, CRPS™

Decades of Experience

Many of Dan’s clients have been with him for over 35 years. During the last three and a half decades, Dan developed a meaningful understanding of the issues that impact the lives of his clients. He is dedicated to providing a high level of attentive service as he guides clients who are nearing or already in retirement through his retirement income planning process.

Since beginning his career in the Financial Industry in 1987, Dan has had a wide range of experiences – from starting as an institutional municipal bond professional in New York City, to working with Global Private Clients, to becoming an independent financial advisor affiliated with Wells Fargo Advisors Financial Network.

In addition to his experience, Dan earned a B.A. from Stockton College, holds the Series 7 and 63 FINRA securities registrations, and earned the Chartered Retirement Plans Specialist™ designation.

Areas of Expertise

Dan has extensive experience in assisting high-net-worth clients with concentrated stock strategies, private money management, and alternative investments – along with collaborating with attorneys on trust and estate planning strategies.

A portion of Dan’s time is devoted to working with small to medium-size privately-held businesses, focusing on the development and implementation of retirement plans that suit their needs. This includes working with 401(k) and defined benefit plans for businesses, 403(b) plans for schools and hospitals, 457 plans for governmental employees, and 457(f) plans for non-profits.

Using timely financial research, Dan is proud of his ability to offer objective advice. He keeps his client’s best interests in the forefront, striving to provide the advice backed with the most appropriate product to solve each individual client’s particular set of challenges. This unbiased advice helps allow clients to build confidence that financial decisions are being made in their best interest.

Outside the Office

Outside of the office, Dan enjoys golfing, spending time at the beach, and cheering for the Cleveland Browns. He lives with his wife Colleen, and they have three grown children.