Jacob Campbell

Jacob Campbell is a Certified Financial Planner® who believes that true financial planning goes beyond numbers; it’s about understanding people. With a background in Communication and Religion, Jacob brings deep empathy, active listening, and intentionality to each client’s conversation. His mission is simple: to help individuals feel confident, informed, and aligned with their long-term goals. 

Jacob works best with individuals and families just starting their financial journey or approaching retirement and seeking direction. Whether building a strong foundation or navigating the complexity of pensions, survivor benefits, and life transitions, Jacob meets clients where they are and helps them move forward with clarity. He’s known for turning fear and confusion into actionable plans, reminding clients they don’t have to do it alone. 

Clients appreciate Jacob’s ability to simplify complex ideas, provide calm in uncertain moments, and offer honest direction without judgment. He’s especially passionate about protecting clients from emotional decision-making and equipping them to stay focused through market ups and downs. He often says, “Spreadsheets are helpful, but people don’t fit neatly. That’s why I’m here.” 

Outside the office, Jacob enjoys scuba diving with his wife Kelsey, spinning vinyl records, volunteering with the Animal Defense League, and playing fetch with their Mini Aussie, Roux. They live in Universal City and are renovating their home, always planning one project at a time.