Voya Digital Adviser
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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.
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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
- Series 7, Series 66
- Fairfield University, Dolan School of Business, BS Finance, 2003
- Member, Central Massachusetts Society of Financial Services Professionals
The Campbell Team
Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the [market] area to gather wealth manager nominations. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria: 1) Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney; 2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) Favorable regulatory and complaint history review; 4) Fulfilled their firm review based on internal firm standards; 5) Accepting new clients; 6) One-year client retention rate; 7) Five-year client retention rate; 8) Non-institutionalized discretionary and/or non-discretionary client assets administered; 9) Number of client households served; 10) Educational and professional designations. [Number of award candidates] wealth managers in the [market] area were considered for the award. [Number of award winners] were named [Year] Five Star Wealth Managers which represents less than 7 percent of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of [Year] Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance.