Donald Campagna, CFP® professional has been in the financial planning and investment management business for over 30 years. His firm, Personal Portfolio Management, Inc. is an independent Registered Investment Advisor serving individuals, businesses, retirement plans, non-profit organizations, trusts and foundations since 1985.
He attended the State University of New York at Buffalo, his hometown, from 1972 until 1976 and holds a B.S. in Accounting. Other licenses include his CPA in the state of Florida which he received in 1980 (voluntarily relinquished in June of 2014). In 1982, he became securities and insurance licensed and thereafter received his CFP® from the College of Financial Planning in January of 1987. In April, 2001 Don opened his independent branch office of Raymond James Financial Services offering securities exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Don has previously served as President of the St. Jude Financial Education Council and member of the Finance Committee. He has also served on the board of directors of the Planned Giving Council of Palm Beach County, Greater Boca Raton Chamber of Commerce, Greater Boca Raton Estate Planning Council, City of Boca Raton’s General Employee Pension fund and has served as a member of Boca Raton Community Hospital’s Planned Giving Committee.
Don has always been interested in financial and investment planning. This interest stems from a natural outgrowth of his clients’ unique needs and expectations. Personal Portfolio Management, Inc. was built on the philosophy that clients deserve exceptional service and personal attention. This philosophy enables him to gain an in-depth understanding of a client’s individual needs and personal financial preferences. This measure of attentiveness has contributed to Personal Portfolio Management’s continued success and is what sets him apart from other financial advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.