Jeff Campbell, CFP®

I am Jeff Campbell, CFP®, a Wealth Advisor at Parkwoods Wealth Partners. My work focuses on retirement planning, charitable giving and legacy planning, and tax-aware financial planning. I approach financial planning as a process grounded in listening, careful questions, and an understanding of how financial decisions connect to personal goals over time. Earlier in my career, I worked in a large national banking environment, trading stocks within a highly institutional setting. While the work was technically sound, it lacked the personal connection I value. That experience clarified my desire to work directly with people, understand their circumstances, and contribute to plans that reflect real lives rather than abstract models. This perspective shapes how I approach clarity, trust, and long-term planning. As a husband and father of two, I see financial planning as a responsibility that supports stability, confidence, and continuity across generations.