Matt Campbell
CERTIFIED FINANCIAL PLANNER™ professional
Matt Campbell, is a native of Colorado Springs where he lives with his wife and their 3 children. He studied business at the University of Colorado at Boulder and attained his degree with a dual emphasis in finance and accounting. Since 2004 Matt has served his clients as a financial advisor and later earned the designation of CERTIFIED FINANCIAL PLANNER™ professional. Matt focuses on serving clients who work with nonprofits and is a Retirement Benefit Specialist - Tax-Sheltered Plans, specifically with the Clergy Advantage 403(b) to help ministers enjoy housing allowance distributions for life. 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. His special desire is to help clients with their unique needs and objectives by implementing custom and tailored recommendations and plans for them.
CFP® and CERTIFIED FINANCIAL PLANNER™ professional 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.
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Clergy Planning Group is not owned or operated by Equitable Advisors, LLC or its affiliates.