Bainbridge Island / Washington / United States
For the past decade, Kevin Campbell has leveraged his wealth management, retirement, tax and estate planning, and college funding savvy into helping clients tackle complex money issues and empowering them with financial literacy. His ability to quiet the noise and balance the polarization often heard in money circles have made him a go-to commentator for media giants such as U.S. News & World Report, ABC, CBS, and Fox, among others. His holistic and highly-individualized strategies empower families all over the country to realize their individual goals. Kevin’s licensing and registration extends across ten states. He credits his time as a U.S. Marine for his “failure is not an option” tenacity as a problem solver. In addition to managing Peaks Financial, Kevin provides free educational resources and classes direct to the public as the Director of Puget Sound Operations for the Foundation for Financial Education, a 501(c)3 nonprofit organization dedicated to fiscal advocacy. He lives near Seattle, Washington, with his wife, Christine, and their two children. Kevin believes that financial instruments are like golf clubs in the bag of life—you need a full set to play your best game. And a set of fancy pants doesn’t hurt.
