Ms. Campbell is an Investment Advisor Representative and a licensed Certified Financial Planner™ professional and Certified Public Accountant.
Carla has over 30 years of experience as a CPA and nearly 25 years of experience as a CFP®. She holds securities licenses 7, 63, and 65 as well as a life insurance license. Carla received a B.S. in Business Administration with an emphasis in Accounting from California State University, Hayward.
Outside of work, her passions range from spending time with her beloved dog Duke to playing classical piano and fishing. Carla supports the Encinitas Women’s Resource Center and the San Diego Food Bank.