Christopher Campbell, CRPC®, RICP

Financial Advisor

Phone: (508) 453-9805
Fax: (508) 453-9801
Email: ChrisC@archstonefinancial.net

While Boston Magazine named him a Five Star Award winner in 2019* as a wealth manager, Chris Campbell considers himself a planner first. He walks his clients through the “what ifs” of life, providing guidance and confidence 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. Chris is an active coach and board member of Shrewsbury Little League.

Areas of Focus

• Customized Financial Planning
• Retirement Planning Strategies
• Women’s Financial Strategies
• Saving for Education
• Small Business
• Retirement Income Strategies
• Estate & Legacy Planning Strategies
• Protection Planning
  

Qualifications

• Series 7, Series 66
  

Education

• Fairfield University, Dolan School of Business, BS Finance, 2003
• Professional Associations
• Member, Central Massachusetts Society of Financial Services Professionals

*This award was issued by Five Star Professional (FSP) for the time period (2019). Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.