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Peter Campbell
Financial Planner for Tech & Life Sciences professionals. Specializing in employee benefits and equity compensation planning.
Peter Campbell, CFP®, is a financial planner specializing in helping Tech and Life Sciences professionals optimize their employee benefits, stock options, investments, and taxes to achieve financial independence. With a focus on finances for individuals in the Tech & Life Sciences industries, Peter's expertise includes equity compensation, stock options, ESPP & deferred comp plans, employee benefits, managing concentrated stock positions, tax strategies, and career growth integration into personal financial planning.
Peter Campbell's educational background includes a Bachelor of Arts - BA in History from the University of California, Los Angeles.
Peter has held various roles in different organizations, currently serving as a Financial Planner at Wealth Analytics. Previously, he worked as an Investment Advisor at Cambridge Investment Research, Inc., and as a Consultant in a self-employed capacity. Notably, Peter also has experience as a Professional Golfer on the PGA TOUR.
