Best Financial Advisors in Campbell

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.4/5.0
Average Rating

Campbell Financial Landscape

With a population of 40,584, Campbell thrives in the tech sector, benefiting from its proximity to major tech hubs. The city has a diverse economy, bolstered by retail and services.

Major industries
Technology, Retail, Services
Population
40.6K (metro: 1.9M)
Median household income
$120,000
Unique needs
Campbell's tech focus requires strategic diversification and attention to housing market fluctuations.
Market Insights
Economic Growth
According to BEA (2023), Campbell's economy has seen a 4% growth rate, driven by technology and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Campbell is approximately $120,000, reflecting the affluent nature of the community.
Advisor Specializations
Based on BLS (2023), financial advisors in Campbell are increasingly specializing in tech investments and real estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Campbell's cost of living is 30% higher than the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), the median home price in Campbell is $1.2M, indicating strong demand but potential bubble risks.
Business Environment
According to Fortune (2024), Campbell's business climate is favorable, with numerous startups and established firms contributing to growth.

Top 5 Financial Advisors in Campbell

Modern Wealth Management - Campbell
★ ★ ★ ★ ★ 5
Wealth Cairn - An Investor Coaching Company
★ ★ ★ ★ ★ 5
ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA
★ ★ ★ ★ ★ 5
Context Wealth Advisors
★ ★ ★ ★ ★ 5
Leal Financial Planning
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Campbell, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Campbell-Specific Expertise
For Campbell residents working in Technology, Retail, Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Campbell's tech sector is vulnerable to market shifts; housing prices may indicate a bubble. Prepare for flooding risks and diversify investments.

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