Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

James W. Campo CFP, our financial professional along with his staff can help you address:

Investment principles and strategies
Retirement investment and distribution strategies
Estate conservation issues
Risk management
Personal and Commercial Insurance Needs

He also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach towards saving for college?
What are the elements of a sound estate strategy?
Do I currently have enough life insurance for my family?
Is my home and auto insurance coverage accurate and priced well?

We specialize in creating a personalized approach that is designed to address your needs.

Campo Financial Services staff

Susan Hill, Vice President, Commercial Risk Manager

Kerin Seo, Client Services

Lacey Holt, Investment Services Operations Manager

James W. Campo, CFP

Certified Financial Planner

(772) 244-2500

(772) 286-8022

james@campofinancial.com

James Campo, President and Owner of Campo Financial Services, is a life-long resident of Martin County and one of the Treasure Coast's most respected financial advisors.James launched Campo Insurance Agency in 1983. The firm, based in...

Kerin Seo

Client Services

kerin@campofinancial.com

Lacey Holt

Investment Services Operations Manager

(772) 946-1800

lacey.holt@ceteraadvisors.com

Susan Hill

Vice President, Commercial Risk Manager

(772) 244-2600

(772) 286-8022

susanhill@campofinancial.com