Choosing an Advisor
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
It is important that a financial advisor shares your values, truly listens to you, and is someone with whom you feel comfortable tackling life’s complex challenges and opportunities. To help you determine if an advisor is a good fit for you, we encourage you to use the downloadable questionnaire as a guide for your discussions. You may also want to ask a prospective advisor for his/her Form ADV Disclosures to gain insights into their qualifications and business practices.
It's a big step
At Financial Independence we don't require any commitment or paperwork at your first meeting. Our goal is to introduce ourselves and to learn more about you - allowing us to understand each other before making the decision to move ahead. There doesn't need to be any extra pressure.
ADV Brochure
The ADV brochure provides information about the qualifications and business practices of Financial Independence, LLC. If you would like a copy of the brochure, please reach out to us in the form below.