Tax and Wealth Planner

As the owner of Campbell Tax & Financial Services, I am excited to be running a business I am passionate about, where my team and I help others create a better life experience through effective tax planning. I specialize in working with high-net-worth individuals with intricate tax issues.

What qualifies me to work with you to generate favorable results?

* I am an IRS Enrolled Agent; this highest-level IRS designation allows me to practice and represent you before the Internal Revenue Service.

* Over the past 20 years, I have served in multiple high-level roles in tax advising, banking, and personal asset management with notable companies and organizations, including; H&R Block, Capital One, Bank of the West, Union Bank, and the City of San Jose.

* I have a solid foundation, having acquired a Master's degree in Business Administration from Saint Mary's College of California and a Bachelor's degree in Finance & Economics from San Jose State University.

I would welcome conversations about how I can assist you — feel free to reach out!