Matthew Campbell, CFP®

Matthew Campbell, CFP®

Financial Consultant

Matt Campbell is a native of Colorado Springs and is grateful to serve members of the community that he calls home. After graduating high school from School District 11, Matt attended the University of Colorado at Boulder where he studied business and attained degree with a dual emphasis in finance and accounting. Matt was hired at AXA Advisors in 2004, and later advanced his professional knowledge with the company by acquiring his designation as CERTIFIED FINANCIAL PLANNERTM professional. Matt specializes in serving clients whom work with nonprofits and is a Retirement Benefit Specialist of Tax Sheltered Plans. Matt is also a member of the Estate Planning Council of El Paso County where he continues to sharpen his skill set by working closely with other professionals. Matt enjoys helping clients with their unique needs and objectives by implementing custom and tailored recommendations and plans for them.

Matt has been married it his wife Esperanza since 2008 and they are blessed with a family of 3 girls, Kharece, Elcey and Mila, and a high energy dog (Boxer) named Winston. Outside of work, Matt enjoys camping with his family, playing guitar and staying active.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 


Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 719-636-3934 x. 116