What does financial success look like to you?
Having a well defined and easy to understand plan in place. Success isn't acquired in one year, it is always evolving.
What is your favorite part about your role?
That my team and I are able to provide success, solutions, and knowledge to our clients. I enjoy giving others the knowledge to make the right decisions.
What is your favorite travel destination?
Big Bear, CA. My family has owned a cabin here since before I was born. It's a quick 2 hour trip to a place of happy memories and simple living. I love the fresh air, snow, off road trails, and beautiful trees.
What do you do on the weekend?
Beach volleyball, golf, spend time with family and friends, and travel to quick, but fruitful, locations.
Kevin Campbell is an Investment Advisor Representative with Lincoln Financial Advisors. He works with pre-retirees, small business owners, and families helping them to protect and secure their financial independence. Kevin takes a comprehensive approach to planning, meaning, he takes a global look at the client's financial situation and works on a cross disciplinary basis to identify gaps and missed financial planning opportunities. His philosophy is to leverage his team's expertise to provide uniquely tailored solutions, keeping the client's immediate and long term goals at the forefront.
Kevin started his career with Lincoln as a part of the Advisor Development Program. In this role he has helped advisors throughout the nation to build retirement plans and create innovative solutions for their clients. He graduated from Cal State University of Fullerton where he earned his B.A. in Business Administration with a concentration in Financial Planning. Kevin is a perpetual learner, keenly interested in improving his skills and abilities. He has achieved the Chartered Retirement Planning Counselor (CRPC®) designation and is now studying to achieve his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation from the College for Financial Planning.
Kevin is an active member of Young Professional of Orange County (YPOC) which volunteers and donates time and money to the Children's Bureau that helps prevent child abuse. He was born and raised in Costa Mesa and recently got married to Katelyn, his high school sweetheart. Kevin is an avid volleyball player; playing for the past 11 years, with 2 State Championships and 2 silver medals from National Volleyball tournaments.