Our Qualifications

Richard Campbell is a highly experienced and dedicated financial professional, licensed to sell the full spectrum of investment and insurance products.

"I have been working with individuals and businesses in California and on the Central Coast area for decades. Clients include doctors, lawyers, engineers, architects, business owners of every kind and their employees, teachers, young families getting started, parents saving for their kids' college, working people saving for retirement, retired people getting income from their assets while preserving those assets for their heirs and more.

I am dedicated to developing lasting relationships with all our clients. I will encourage and teach you to participate in the management of your finances, allowing us to provide true consulting services.

I am best known for providing clear, easily understood explanations of the financial products and services we recommend. I want you to be an informed, intelligent participant in the process of getting you to the peak of possible financial success!"