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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 Wealth Management Advisor at Northwestern Mutual based in San Diego, California.1 He specializes in helping tech professionals, particularly those at companies like Meta, Netflix, Apple, Google, and Microsoft, maximize their RSU/SOP benefits and minimize tax implications in retirement.1
Campbell has been with Northwestern Mutual since 2018, serving as a Wealth Management Advisor for 6 years.1 His services include portfolio management, risk management, retirement income distribution planning, tax strategies, and financial planning.1
Prior to joining Northwestern Mutual, Campbell worked as:
- Financial Advisor at MassMutual Pacific Coast (2016-2018)1
- San Diego Fire Rescue/Lifeguard for the City of San Diego (2015-2017)1
- Military Officer in the US Navy (April 2012 - April 2016)1
Campbell's educational background includes studying Financial Planning and Services at San Diego Mesa College.1
As a United States Navy veteran, Campbell brings a diverse background to his role in wealth management.1 He emphasizes his ability to provide comprehensive financial advice, leveraging both his own expertise and that of a team of specialists available through Northwestern Mutual's network.1
