Jacquelyn Campbell is the president and founder of Campbell & Company, Wealth Advisors and CPAs. She has served as a trusted advisor to families and businesses in the Tampa Bay area since 1993. Her mission is to help her clients make smarter financial and tax decisions so they gain clarity, confidence, and direction as they enter retirement while enjoying happier, less stressful lives.
As founder of Campbell & Company, Jackie’s drive to combine tax planning and accounting services with unparalleled client service came to light in 1993 as one of the youngest female CPA firm owners in the Tampa Bay area. She has not only grown her successful businesses but also leveraged her experience to coach other entrepreneurs and family businesses as they grow and gain clarity about the future of the business and their succession plan.
As a CPA, Jackie realized many of her clients have a tremendous need for sound investment advice and guidance, which inspired her decision to earn her CFP® credentials. Jackie enjoys navigating the ever-changing financial landscape and integrating her knowledge to build solid retirement plans and implement individualized investment solutions.
July 27th, 2023 | 1 hr 30 mins
In today’s episode of the IC-Disc podcast, we sit down with Jackie Campbell, a savvy CPA, founding partner of a thriving firm in Tampa, and the engaging host of her own radio show and podcast, Beyond the Money. Jackie generously shares her firm's unique 360-degree approach to financial planning, propelling clients towards a secure future.
We dig deep into the importance of believing in oneself, the necessity of having succession plans, and how to stay connected with clients. Jackie highlights the importance of strategic planning, building generational wealth, and her passion for helping those in the "retirement red zone" and first responders.