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Robert T. Campbell
I help professionals at Meta & Netflix maximize their RSU/SOP benefits through their employer and minimize their tax drag in retirement | United States Navy Veteran |
Robert T. Campbell is a financial professional who specializes in helping tech professionals manage, grow, and protect their money.
He offers strategic advice on RSU, ESPP, ISO, and NQSO to clients from top tech companies like Apple, Netflix, Google, Facebook, and Microsoft.
Services provided by Robert include portfolio management, risk management, retirement income distribution planning, tax strategies, and overall financial planning.
With a background in Financial Planning and Services from San Diego Mesa College, Robert has extensive experience in the financial industry.
He has previously worked as a Wealth Management Advisor at Northwestern Mutual, Financial Advisor at MassMutual Pacific Coast, and served in various roles including San Diego Fire Rescue/Lifeguard at City of San Diego and Military Officer at US Navy.
If you are ready to achieve your financial goals, you can contact Robert Campbell for a complimentary 15-20 minute financial strategy phone call at (602) 502-5054 or via email at robert.campbell@nm.com.
