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Carla Campbell CPA CFP

285 N El Camino Real #215, Encinitas, CA 92024, USA
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Detailed Information
Openning hours
  • Monday 10:00 AM – 7:00 PM
  • Tuesday 10:00 AM – 7:00 PM
  • Wednesday 10:00 AM – 7:00 PM
  • Thursday 10:00 AM – 7:00 PM
  • Friday 10:00 AM – 3:00 PM
  • Saturday 1:00 – 4:00 PM
  • Sunday Closed
Reviews
Rick Rogers (08/14/2017)
Honest, hardworking, professional, caring and a star in her field, Carla Campbell takes her fiduciary responsibility to her high-end clients seriously. Each and every year she invests heavily in continuing education to stay on top of the latest tax code changes and investment opportunities. In recent years, she's become an expert in long-term health care, education planning, retirement planning, annuities and other revenue streams. What separates her from most others in her field is the aforementioned fiduciary responsibility -- which means she puts the client's interest before her own -- and her expertise with taxes and financial planning. This isn't as common as you might think. This one-two punch -- coupled with her vast experience -- makes her very much in demand. I am very fortunate to have her on my team.
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