Marc Campbell is a Certified Financial Planner (CFP) who prioritizes helping clients find financial fulfillment and happiness. With an MBA in Entrepreneurship & Marketing from the prestigious UCLA Anderson School of Management, he combines financial science with his extensive expertise from JP Morgan, Dimensional Fund Advisors, and TCI Wealth Advisors to offer clients a strategic advantage in a complex financial world. Campbell’s passion for making clients’ top priorities—whether fulfillment, family, or happiness—align with their primary resources (money, energy, and time) give his clients a roadmap to the life they want.

Keywords: Certified Financial Planner (CFP), wealth management, financial science, happiness, UCLA Anderson School of Management, JP Morgan, Dimensional Fund Advisors, TCI Wealth Advisors, strategic advantage, fulfillment, family, roadmap.