Kelly Campbell, CFP®, CPA (Inactive)

Founder & President

Kelly Campbell is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner with over 20 years experience in the areas of tax, accounting and financial planning. Prior to forming Campbell Advisory Services, LLC, Kelly served as a Director of an Independent Wealth Management Firm and as a tax professional with a “Big 4” public accounting firm.

With a commitment to giving back to the community, Kelly has served in key financial and service roles on non-profit boards and is a Legacy Partner of the Irvine Public Schools Foundation.