Clarion Tax & Wealth Strategies - Meet Carla Campbell

Campbell Wealth Advisors

285 N. El Camino Real
Suite 215
Encinitas, CA 92024

Mon-Fri: 9:00 AM - 5:00 PM

Carla Campbell, CPA, CFP®

Wealth Advisor
(760) 487-5678
carla@campbellwealthadvisors.com

Carla Campbell excels in helping high-net-worth women, families and individuals build wealth, create reliable retirement income streams, and establish lasting legacies. With an accounting degree earned while working full-time, she went on to achieve CPA and CFP credentials. Carla founded Campbell Wealth Advisors in 1991 after working as a financial auditor for the state of California. Known for her grit and determination, she brings a rare combination of tax expertise and financial advising, offering clients a comprehensive approach to wealth management. Outside of work, Carla enjoys sailing, sportfishing and supporting her community.

Who We Serve

We specialize in serving pre-retirees, retirees, business owners, physicians, and families, offering personalized, tax-smart strategies to help you navigate life’s financial challenges and achieve your goals.

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Our Approach

We provide holistic, tax-intelligent financial planning, combining our team's collective expertise to deliver personalized strategies that adapt to life’s changes and empower you to live fully to and through retirement.

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Reach out to learn how the personalized, tax-smart strategies at Clarion Tax & Wealth Strategies can help you keep more of what you’ve earned and navigate life’s financial transitions with confidence.

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