Carla Campbell

Carla Campbell excels in helping high-net-worth women, families and individuals build wealth, create reliable retirement income streams, and establish lasting legacies. With an accounting degree earned while working full-time, she went on to achieve CPA and CFP credentials. Carla founded Campbell Wealth Advisors in 1991 after working as a financial auditor for the state of California. Known for her grit and determination, she brings a rare combination of tax expertise and financial advising, offering clients a comprehensive approach to wealth management. Outside of work, Carla enjoys sailing, sportfishing and supporting her community.