Jill Campbell Is President and CEO of Campbell Tax & Financial Services, co-founding the company back in 1970. As an Investment Advisor Representative with National Planning Corporation, Ms. Campbell specializes in serving the needs of high-net worth individuals, successful professionals, business owners, and retirees. She is highly knowledgeable in the areas of taxes, accounting, retirement planning, financial planning, and professional money management. As the Senior Financial Advisor she is responsible for making asset allocation decisions for clients' portfolios and structuring overall financial plans for clients. Ms. Campbell earned her Enrolled Agent certificate in 1986. She currently holds the following Securities; Series 6, 7, 24, 51, 63 and 65 licenses, in addition to California insurance license for life, long-term care, and disability as well as California real estate license. Ms. Campbell serves on the Board of Directors for The Planners Network, a national association of successful financial planners.

 

 

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