About Us

Campbell Financial Partners, LLC is a Registered Investment Advisor in the State of Florida; as such, we maintain a fiduciary responsibility with our clients. In addition, we have elected to be compensated solely by our clients, never by commissions or referral fees. By offering fee-only services, we avoid potential conflicts of interest, real or perceived.

Kathleen Campbell is the founder and Principal of Campbell Financial Partners, LLC. Her mission is to provide independent and objective financial advice and to help her clients achieve their short-term and long-term financial goals. She has a unique ability to organize each client’s financial issues and to simplify the financial planning and investment process.

Kathleen has an extensive business and entrepreneurial background. Prior to becoming a financial planner, Kathleen enjoyed successful careers in marketing, product development, retail, and real estate. Based on her experience as an owner or executive in these diverse industries, she typically has some personal or business experience relevant to every person she meets.

Education and Affiliations:

Executive Program for Financial Planning Certification, With Distinction
University of Georgia, Terry College of Business, Athens, GA

Bachelor of Arts in Economics, Agnes Scott College, Decatur, GA

NAPFA (National Association of Personal Financial Advisors) – member

Garrett Planning Network – member

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.