Claudina E. Campbell,  CFP<sup>&reg;</sup> - Financial Advisor

Claudina E. Campbell, CFP®

Senior Advisor

Willow Grove Advisors

2040 Bancroft Way, Suite 201
Berkeley, CA 94704
FINANCIAL ADVISOR'S WEBSITE
(510) 705-1693 CONNECT WITH Claudina
  • linkedin link

General

Claudina Campbell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Willow Grove Advisors in Berkeley, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources