Kevin Campbell

With more than 16 years of experience in financial planning and investment management, Kevin Campbell has the accumulated knowledge and perspective to help you with your financial goals. Kevin understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Kevin will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Kevin endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what he learns about you and your goals and an analysis of the current financial markets, Kevin designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Kevin puts it into action and seeks opportunities to adapt to life changes and new goals.

Kevin began his career in financial services in 2009. A native of Fort Worth, Texas, Kevin resides in Poulsbo, Washington. He is the author of “Fearless: Charting Your Course to Financial Independence,” the host of the “Kitsap Matters” podcast, president and founding member of the Kitsap Executive Association and a member of the Poulsbo Rotary Club. Away from the office, Kevin also enjoys aviation, golfing and looking for the next big adventure.