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Daniel Campbell, Cfp® Email & Phone Number
Disclosure
at
Perfected Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Disclosure
Location
Fullerton, California, United States
Company size
Who is Daniel Campbell, Cfp®? Overview
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Quick answer
Daniel Campbell, Cfp® is listed as Disclosure at Perfected Wealth Management, a company with 5 employees, based in Fullerton, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Campbell, Cfp®.
Daniel Campbell, Cfp® previously worked as President | Senior Wealth Advisor at Perfected Wealth Management and Director at Lift Foundation. Daniel Campbell, Cfp® holds Bachelor'S Of Science In Business Administration, Marketing from Biola University Crowell School Of Business.
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Perfected Wealth Management
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Profile bio
About Daniel Campbell, Cfp®
Financial services is not for the faint of heart. It takes a lot of grit, patience and perseverance. Really, anything good in life takes a combination of those. In my Merrill days, the statistics of passing their entry level Financial Advisor program was somewhere in between 5-10%. That statistic always intimidated me, but it created the sense of urgency needed to build a successful career. I’m so glad I persevered through the beginning years. They were tough, but those years developed the character needed in the coming days. I truly believe I work in one of the best professions in the whole world! I love my clients, the entirety of wealth management - building, stewarding, and protecting wealth for generations - and all the relationships I've built over the years.I am now more than a decade into building Perfected Wealth Management and what a journey it's been! I launched PWM in 2015, but I really started building my business when I entered financial services in 2010. I have acquired three financial service practices since 2018. The firm continues to grow and expand with both clients and staff. So, who is Perfected Wealth Management? PWM is that Wealth Advisor that you would refer your loved ones to - trustworthy, caring, empathetic, relatable, understandable, and of course, sophisticated. We are Certified Financial Planners and Fiduciaries, submitted to the CFP Board’s Code of Ethics. By fiduciary, we mean, when we provide financial advice to our clients, we always act in their best interest. We deeply examine our client's financial situations, whether simple or complex, and create Wealth Plans that are designed to help them navigate and thrive in each stage of their financial life. It's our passion! And like our name says, we continually perfect that Wealth Planning process.We all have a story. Above is a peak into mine. I look forward to hearing yours!
Listed skills include Leadership, Financial Advisory, Team Building, Community Service, and 23 others.
Current workplace
Daniel Campbell, Cfp®'s current company
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Perfected Wealth Management
8 roles
Daniel Campbell, Cfp® work experience
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President | Senior Wealth Advisor
CurrentHere at Perfected Wealth Management, we strive to be that advisor that you would refer your loved ones to - trustworthy, caring, empathetic, relatable, understandable, and of course, sophisticated. We are Certified Financial Planners and fiduciaries, submitted to the CFP Board’s Code of Ethics. By fiduciary, we mean, when we provide financial advice to our.
May 2015 - Present
Disclosure
CurrentPerfected Wealth Management is a national firm headquartered in Fullerton, CA. As a fiduciary, we serve clients in CA, DC, NY, HI, NV, AZ, CO, FL, IN, MA, IL, TX, GA, ID, MO, MT, OR, SC, UT, & WA. DISCLOSURESecurities offered through Osaic Wealth, Inc member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. Osaic Wealth is.
May 2015 - Present
Director
Lift Foundation
The LIFT Foundation is a group of like-minded people dedicated to ending the cycle of poverty in Orange County, CA. We are focused on concentrated giving for high impact results to empower individuals and their families in our community the opportunity to live remarkable lives.We are a network dedicated to giving. Our platform allows friends, family, and.
Jul 2013 - Jul 2017
Vice President, Wealth Advisor
Feb 2012 - May 2015
Wealth Management Associate
Stonetapert Employee Benefits & Financial Services
Mar 2011 - Feb 2012
Professional Basketball Player
Spot Up Medien Baskets
Jul 2010 - Feb 2011
Marketing Consultant
Mentor Me Ministries
Feb 2010 - May 2010
1 education record
Daniel Campbell, Cfp® education
FAQ
Frequently asked questions about Daniel Campbell, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Campbell, Cfp® work for?
Daniel Campbell, Cfp® works for Perfected Wealth Management.
What is Daniel Campbell, Cfp®'s role at Perfected Wealth Management?
Daniel Campbell, Cfp® is listed as Disclosure at Perfected Wealth Management.
Where is Daniel Campbell, Cfp® based?
Daniel Campbell, Cfp® is based in Fullerton, California, United States while working with Perfected Wealth Management.
What companies has Daniel Campbell, Cfp® worked for?
Daniel Campbell, Cfp® has worked for Perfected Wealth Management, Lift Foundation, Merrill Lynch, Stonetapert Employee Benefits & Financial Services, and Spot Up Medien Baskets.
Who are Daniel Campbell, Cfp®'s colleagues at Perfected Wealth Management?
Daniel Campbell, Cfp®'s colleagues at Perfected Wealth Management include Rachel Mcclain and Jonathan Whitmore.
How can I contact Daniel Campbell, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Campbell, Cfp® at Perfected Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Daniel Campbell, Cfp® attend?
Daniel Campbell, Cfp® holds Bachelor'S Of Science In Business Administration, Marketing from Biola University Crowell School Of Business.
What skills is Daniel Campbell, Cfp® known for?
Daniel Campbell, Cfp® is listed with skills including Leadership, Financial Advisory, Team Building, Community Service, Public Speaking, Retirement Planning, Financial Planning, and Event Planning.
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