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May 6, 2010, The Story Behind Campbell Wealth Management

Get to know CEO Kelly Campbell and the work that he is doing in the financial planning sector to help investors like you manage your investments today and the future.

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Kelly Campbell

Kelly Campbell is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Char­tered Mutual Fund Counselor with over 16 years of experi­ence in financial planning*. He is also the author of Fire Your Broker, a practical financial guide for anyone who wants to take hold of their financial future.

As the Principal of Campbell Wealth Management, an independent, Northern Virginia/Washington, DC–based firm Mr. Campbell’s vision is to pro­vide superior service and financial confidence to his clients.

Mr. Campbell is a well known and highly regarded financial professional who provides comprehensive individual financial planning, retirement plan­ning, cash flow analysis, asset allocation, money manager strategies, tax review, estate plan­ning, and more.  Since, Campbell Wealth Management is a private and independent company, Kelly Campbell is not limited to certain investments and can make the most suitable and unbiased recommendations for his clients. Kiplinger’s Personal Finance (Kiplinger Magazine 2005) profiled him in their edition of “Who’s Who of Virginia Certified Financial Planner™ Professionals.” CPA Wealth Provider gave Campbell Wealth Management and Kelly Campbell honorable mention in their Financial Planning Awards of Excellence for 2007. Virginia Business recently ranked Mr. Campbell and his firm #7 in their 2007 Winner’s Circle for Virginia’s top wealth advisors (ranking methodology available at www.wcorg.com).

In addition, Mr. Campbell’s comments have appeared in Investment News, ABA Journal, Christian Science Monitor, Yahoo Finance, Market Watch, the Journal of Accountancy, and the Washington Post. Mr. Campbell has hosted a radio program on WMAL AM630 and has appeared on numerous local and national television shows such as ABC “Nightline”, CNBC, FOX Business, and Forever Young TV.
Mr. Campbell is a graduate of University of Maryland. He is a CEO member of Vistage International as well as a member of the Million Dollar Round Table’s Top of the Table.  He is an active philanthropist in Northern Virginia and a board member for the INOVA Hospital Foundation. While he enjoys boating in his spare time, the real highlight of his life is returning each day to his family; wife Kim, daughter Codie, and sons Conner and Carter at his Mason Neck, Virginia home.
3055 Prosperity Avenue, Fairfax, Virginia 22031

703-207-6911 Fax: 703-207-6917

info@campbellwealth.com  www.campbellwealth.com

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