Stephanie Campos, CFP® Campos Financial

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About Stephanie Campos, CFP®

Stephanie Campos, CFP® is a CERTIFIED FINANCIAL PLANNER™ that has been giving simple-to-follow financial advice to clients across the country for over 16 years. After her career as a financial advisor at the two biggest brokerage firms in America, she decided to open her own firm to focus on financial planning without the influence of sales goals.

As part of the “sandwich generation” Stephanie has a comprehensive approach to financial planning that includes everything from college funding for her daughter to managing social security and estate documents for her elderly relatives. Stephanie also works with many young professionals to help them manage and maximize their employee retirement plans, stock option plans, deferred compensation plans and other types of employee benefits.

Originally from New England, Stephanie graduated from Salve Regina University in Newport, RI and currently lives with her family in Miami, FL.

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Ideal Clients

  • Elder Care Planning
  • Female Executives
  • Gen X
  • Sandwich Generation

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.95%

SEC Records

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