Stuart Campbell, Cfp®
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Stuart Campbell, Cfp® Email & Phone Number

Wealth Advisor at EP Wealth Advisors
Location: San Luis Obispo, California, United States 14 work roles 3 schools
1 work email found @wackerwealthpartners.com 1 phone found area 704 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@wackerwealthpartners.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Advisor
Location
San Luis Obispo, California, United States
Company size

Who is Stuart Campbell, Cfp®? Overview

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Quick answer

Stuart Campbell, Cfp® is listed as Wealth Advisor at EP Wealth Advisors, a with 138 employees, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at wackerwealthpartners.com, phone signal with area code 704, and a matched LinkedIn profile for Stuart Campbell, Cfp®.

Stuart Campbell, Cfp® previously worked as Wealth Planning Analyst at Wacker Wealth Partners and Wealth Advisor at Wacker Wealth Partners. Stuart Campbell, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing from California Polytechnic State University-San Luis Obispo.

Company email context

Email format at EP Wealth Advisors

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*@wackerwealthpartners.com
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AeroLeads found 1 current-domain work email signal for Stuart Campbell, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Stuart Campbell, Cfp®

As a Wealth Advisor, I play an essential role in helping our clients achieve their life goals. Among my responsibilities are supporting clients with their investment selections, building their financial plans, and relieving them of financial stress.

Listed skills include Sales, Marketing, Lead Generation, Customer Service, and 16 others.

Current workplace

Stuart Campbell, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Wealth Advisor
torrance, california, united states
Website
Employees
138
AeroLeads page
14 roles

Stuart Campbell, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Current

San Luis Obispo County, California, United States

Stuart advises individuals and families on all aspects of their finances and investments. He helps his clients relieve their stress and fears for their financial future, so that they can have peace of mind while focusing on what they enjoy

Apr 2024 - Present

Wealth Planning Analyst

Wacker Wealth Partners

San Luis Obispo, California, United States

Stuart Campbell is a Wealth Planning Analyst at Wacker Wealth Partners, a fee-only financial planning and investment management firm in San Luis Obispo.

Wealth Advisor

Wacker Wealth Partners
Aug 2022 - Apr 2024

Agent

Arroyo Grande, California, United States

Agent licensed to sell insurance through New York Life Insurance Company.

Mar 2020 - Feb 2021

Senior Community Representative

Nipomo Ca

Under limited supervision, my position is responsible for performing as a representative in the sales and marketing of Shea Homes. General responsibilities include representing the division in all aspects of the promotion and sales of homes, including competitive market analysis, promotion and marketing activities, and salesand contract/backlog management.

Apr 2014 - Mar 2020

Software Sales Specialist

San Luis Obispo, California Area

The MINDBODY software specialist will be responsible for generating and managing sales opportunities to increase market share in existing MINDBODY industries. As a software sales specialist you must be able to articulate and clearly explain the benefits of MINDBODY Software and our SaaS delivery Methodology. You must possess the necessary motivation and drive to over achieve defined sales goals particularly in areas deemed high growth.

Jul 2012 - Apr 2013

Associate Premium Account Coordinator

San Luis Obispo, California Area

Provide a high level of project management support with primary duties focused on software implementation and configuration in an enterprise setting.Responsible for gathering business requirements, managing the project timeline and ensuring proper communication to premium clients.

Sep 2011 - Jun 2012

Digital Artist And Repertoire

San Francisco Bay Area

Klick Push is a Social Music Discovery Platform that empowers fans and artists with the ability to share music and get exclusive discounts on digital content.

Aug 2011 - Nov 2011

Market Development Representative

Shopatron Inc

Leading provider of global e-commerce for consumer goods.Lead generation through outbound telephone prospecting, scheduled prospects for online product demonstrations with Sales Specialists.Organized and entered lead prospecting activity into a Contact Management Database.Attended a trade show in Indianapolis, represented the company and met with prospects.

Nov 2010 - Aug 2011

Outside Sales Representative

Leading campus media and marketing company in the US.Participated in a weeklong professional sales training program at the UNC-Chapel Hill campus.Worked with a team of three students to finance the publication through advertising for the fist Cal Poly Planner.Daily task included sales calls, organizing meetings, generating prospect list, follow ups, creation of ads.Lead team in sales.

May 2010 - Aug 2010

Team Sales Rep

Largest tennis retailer in the world, close to 99% of sales from online.Handle large accounts with major colleges and high schools. Managed all embroidery and screen print orders. Processed and managed Junior Team Tennis program for the United States Tennis Association shipped over 75,000 uniforms in the second year.Customer Service Representative, dealt with a diversity of customers ranging from advice to problem orders.

Aug 2007 - May 2010

Office Clerk

Pinnacle Civil Engineering

General office work including, filing, customer service, product deliveries and office maintenance.

Jan 2007 - Sep 2007

Sales Representative

Hollister Clothing Store

Sales, provided customer service, helped with the creation of the first store in town.

Aug 2006 - Jan 2007

Life Guard

Bakersfield Parks And Recreation

Life Guard, swim instructor and swim coach. Spent plenty of time instructing children and plenty of time informing parents of progress. Discovered what a days work really means in the Bakersfield heat.

May 2005 - Mar 2006
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

3 education records

Stuart Campbell, Cfp® education

FAQ

Frequently asked questions about Stuart Campbell, Cfp®

Quick answers generated from the profile data available on this page.

What company does Stuart Campbell, Cfp® work for?

Stuart Campbell, Cfp® works for EP Wealth Advisors.

What is Stuart Campbell, Cfp®'s role at EP Wealth Advisors?

Stuart Campbell, Cfp® is listed as Wealth Advisor at EP Wealth Advisors.

What is Stuart Campbell, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wackerwealthpartners.com for Stuart Campbell, Cfp® at EP Wealth Advisors.

What is Stuart Campbell, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 704 for Stuart Campbell, Cfp® at EP Wealth Advisors.

Where is Stuart Campbell, Cfp® based?

Stuart Campbell, Cfp® is based in San Luis Obispo, California, United States while working with EP Wealth Advisors.

What companies has Stuart Campbell, Cfp® worked for?

Stuart Campbell, Cfp® has worked for Ep Wealth Advisors, Wacker Wealth Partners, New York Life Insurance Company, Trilogy By Shea Homes, and Mindbody, Inc..

Who are Stuart Campbell, Cfp®'s colleagues at EP Wealth Advisors?

Stuart Campbell, Cfp®'s colleagues at EP Wealth Advisors include Brett Hughes, Cfp®, Sara Gardner, Cfp® Vp, Wealth Advisor, Tammy Prouty, Jared Lopez, Cfa, and Emily Sorensen.

How can I contact Stuart Campbell, Cfp®?

You can use AeroLeads to view verified contact signals for Stuart Campbell, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stuart Campbell, Cfp® attend?

Stuart Campbell, Cfp® holds Bachelor Of Business Administration (B.B.A.), Marketing from California Polytechnic State University-San Luis Obispo.

What skills is Stuart Campbell, Cfp® known for?

Stuart Campbell, Cfp® is listed with skills including Sales, Marketing, Lead Generation, Customer Service, Social Media, B2B, Sales Management, and Market Research.

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