I am Jacob Campbell, a Certified Financial Planner and Wealth Management Advisor with a passion for helping others feel confident about their future. Through my work, I aim to assist individuals in thinking bigger, realizing their potential, and recognizing that they are better than they might have believed. My personal experiences have shaped my dedication to ensuring others are well-prepared, regardless of the current economic climate.
Born and raised in Indianapolis, IN, I witnessed firsthand the impact of the 2007-2008 financial crisis on my family. We endured the loss of our home, my parents' divorce, and the lasting effects it had on my father. This challenging period in my life ignited a deep desire to prevent others from facing similar hardships. I am committed to empowering individuals with the knowledge and tools necessary to thrive, even in the face of adversity.
Growing up, I cherished the moments spent at my grandparents' house, where the essence of family was tangible. Gathered around the table, indulging in steak, potatoes, and a myriad of other delicious treats, we would engage in card games, with the Colts and Pacers games providing the backdrop. These experiences instilled in me a profound belief that everyone deserves the opportunity to create a life they love. My goal is to help individuals achieve their dreams, enabling them to enjoy the things they hold dear.
Beyond my financial advisory role, I am deeply involved in the community. I serve as a coach for Thunder Rugby, a position that allows me to impart valuable life skills to young athletes while fostering their love for the sport. Additionally, I challenge myself by participating in Tri-athlete events, constantly pushing my limits. In April 2024, I will embark on my first half Ironman, a testament to my dedication and determination.
Outside of my professional and athletic pursuits, I am blessed with a loving family. My wife, Nichelle, and our son, Nico, bring immense joy and purpose to my life. They serve as a constant reminder of why I am so passionate about helping others protect their financial well-being. Through my work, I strive to provide a brighter and more stable future for not only my own family but for all those who seek my guidance.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0K27963 | 2024-171969 Exp 03/26