Our Mission & Purpose
About Us
Left to Right: Rick W. Campbell MBA, ChFC®, BFA™, AIF®, President & CEO; Jude Capalbo MBA, VP & COO; Kevin Pierro CFP® & Advisor; Betty Alvarez Cuesta, Office Administrator; Mark Lavallee MBA, CFP®, VP & Senior Advisor; Nikki Guggino, Office Manager
Helping you
It’s not what we do, but more importantly, why we do it. It’s what moves us from a product to a service or from doubt and skepticism to trust and loyalty. And it’s our core philosophies that are foundational to this belief.
After more than a decade working at large financial institutions, Rick Campbell, our founder, believed these firms missed the bigger purpose and meaning of financial planning – helping individuals live their BEST Lives on their terms. He believed many of these firms were too focused on sales goals and shareholder profits.
Consequently, Rick decided to build a firm that places clients’ interests and priorities first with the goal of improving their well-being and that of the firm’s employees. While this may sound altruistic and lofty, it’s actually very pragmatic –doing what’s best for the client is what’s best for the firm. The outcome of this focus is a culture that is totally client-centric.
Our Core Philosophies
Integrity
It may be somewhat cliché, but we ALWAYS put your interests first and strive to do the right thing. . .even when others aren’t looking. We believe that success without integrity is not true success at all, and it’s honesty, integrity and sound ethics that engender trust, which is the cornerstone of our relationships with people – with you and our fiduciary duty.
Caring
We share a genuine concern for people and want to make a difference. Beyond the numbers, our business is about helping you improve your lives, and while it may be altruistic to believe we can leave the world a better place, we always act with this goal in mind.
Passion
We are fortunate to have found passion in our work and in our lives. As Confucius once said, “Choose a job you love, and you will never have to work a day in your life.” Just being “good enough” is never enough for us, and we are always seeking ways to be better at what we do and how we do it.
Balance
While we always seek to achieve great things professionally, and we work very hard, we also recognize how important it is to balance our professional lives with our personal lives. As such, We understand your need to find a balance between living for today and preparing for tomorrow, and we’ve incorporated this into our approach.
What We Believe
Living your BEST Life through our Philosophies
Financial well-being and personal well-being are two sides of the same coin, it is not really possible to have one without the other. Achieving financial independence is the direct result of balancing goals and dreams with financial resources. At the same time, we recognize the importance of enjoying rich life experiences today and along the journey to tomorrow.