Robert Campbell
Areas of Expertise
Qualifications & Experience
- BS in Economics and Business, Stony Brook University, NY
- CFP® - Certified Financial Planner
- APMA® - Accredited Portfolio Management Advisor
Media
Words to Live By
Client Experience Professionals
Team Members
About
Robert Campbell is a seasoned wealth advisor with over a decade of experience helping business owners, retirees, and families gain clarity around their financial picture and the possibilities it holds. As a CERTIFIED FINANCIAL PLANNER® professional, Robert focuses on more than just articulating a vision for his clients’ wealth — he helps design systems that support it, offering structure and strategy to guide that vision forward.
Originally from Vancouver, British Columbia, Robert earned a double major in Business and Economics from Stony Brook University in New York, where he attended on an athletic scholarship for lacrosse. He was selected to represent Team Canada at the Junior Nationals and also played football briefly at the University of British Columbia. It was at Stony Brook that he met his wife, Caitlin. Today, they live near campus with their three sons — Connor, Collin, and Cameron.
Outside of work, Robert enjoys boating, traveling with his family, and coaching his son's’ sports teams.