Robert L. Campbell, CFP® has over 35 years of experience in investment planning and retirement planning. He specializes in helping individuals, families and trusts design and implement overall investment programs. Focused on clients achieving their financial goals, Bob works with clients to design customized investment strategies, and to manage these on an ongoing basis. As a former CPA, he follows the adage “it’s not what you make but what you keep” and is diligent in keeping client’s taxes to a minimum.
“I realize that in today’s uncertain financial environment, the need for a resourceful and experienced professional is greater than ever. Therefore, my approach to the management and protection of my client’s assets is careful and rational. I am committed to quality, personal service, accessibility and doing what is absolutely appropriate for each client.”
Bob began his career in 1973 with the accounting firm Coopers & Lybrand (now PriceWaterhouseCoopers). He later served in various capacities with subsidiaries of a Fortune 500 Company. His investment and financial planning background was developed with Windsor Financial Group, a regional financial consulting firm, where he served as Senior Vice-President. He was the Principal of Campbell Financial Group for over ten years and prior to joining Transform Wealth, he was a Principal in the investment advisory firm, Valued Investment Partners, LLC, which managed investments for high net worth clients. Bob takes pride in the stewardship of his clients’ financial future and has been quoted in The Denver Post on various financial and investment issues.
Bob has a Bachelor’s of Business Administration in Accounting, from the University of Oklahoma. He earned the CPA designation in 1974 and was awarded the CERTIFIED FINANCIAL PLANNER™ Designation in 1986.
Professional and Civic Associations Include:
- International Association for Financial Planning
- American Institute of CPAs
- Colorado Society of CPAs/Personal Financial Planning Committee
Western Pension Conference
Rocky Mountain Multiple Sclerosis Center/Board of Directors/Treasurer
- Colorado Chapter of the National MS Society/Board of Directors
- Cherry Hills North Metropolitan District/Board of Directors/Treasurer
Bob and his wife Nancy have two daughters. They enjoy golf and a variety of other activities and events offered in Denver and the great state of Colorado.