Broker Check

Finding Your Fit

At Campbell Wealth Management, we work exclusively with individuals 55 and older who are near or in retirement. Our firm is designed to help our clients enter a very important phase of their lives, with a tailored approach to address specific challenges that they may face. Our team will develop a comprehensive financial plan and review it every year to ensure they are prepared for whatever may happen in retirement.

MEET KELLY CAMPBELL<br/><sup>CFP&#174;, ChFC&#174;, CMFC&#174;, AIF&#174;, Chairman &#38; CEO</sup><br/>

MEET KELLY CAMPBELL
CFP®, ChFC®, CMFC®, AIF®, Chairman & CEO

As an educator, Kelly has taught hundreds of seminars, classes, and workshops on retirement planning, estate planning, investment management, and life planning. He has taught thousands of baby boomers how to enjoy retirement. He is an energetic and knowledgeable speaker who teaches in a lighthearted and comical way utilizing stories and anecdotes to help his students learn.

While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five-step process that he and his team take all of their clients through to work towards their long-term success in retirement.

When he is not helping his clients, Kelly focuses on his passions of boating, water, and snow skiing as well as spending time with his wife and three kids.

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