While Boston Magazine named him a Five Star Award winner in 2015 as a wealth manager, Chris Campbell considers himself a planner first. He walks his clients through the “what ifs” of life, providing guidance and peace of mind to many baby boomers, particularly mid-career small business owners, as they piece together their retirement assets. It’s like putting a puzzle together, he says, to provide a lifetime income in the face of many uncertainties.
Chris has always found appealing the idea that your money can work for you. A native of Chelmsford, Massachusetts, he learned from a friend’s father about careers in financial advising. A financial advisor since 2004, Chris joined the team at Archstone Financial in 2016. He earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning in 2006.
When Chris is not advising clients, he’s likely to be on a golf course or enjoying big waves on a Cape Cod beach, together with his wife and young daughters.
Areas of Focus
Customized Financial Planning
Retirement Planning Strategies
Women’s Financial Strategies
Saving for Education
Retirement Income Strategies
Estate & Legacy Planning Strategies
Series 7, Series 63
Fairfield University, Dolan School of Business, BS Finance, 2003
Member, Central Massachusetts Society of Financial Services Professionals