AFEA Expands by Adding Chapter in Novato, CA
Leader in Financial Education Continues to Expand Their Reach
Shawn Campas is an independent investment advisor serving the San Francisco Bay Area. He is committed to making a positive impact in his client's lives and surrounding community. As a fiduciary, Shawn's loyalty lies 100% on the side of the people he advises. His background is working with individuals, families, and small business owners to help them reach their unique life and retirement goals. Shawn believes that developing in depth relationships with his clients is essential to understanding their challenges, realizing goals, and implementing solutions to help them achieve success throughout the different stages of life.
If you would like more information about this topic, please contact Rick McClanahan at 888-466-3995, visit our website at http://www.myafea.org or email at firstname.lastname@example.org.
He has embraced the unique opportunity to serve his clients as a multigenerational financial planner, where he manages first, second, and third generations of family's wealth. It is his goal and focus to ensure the families he advises maximize their future life experiences and leave a meaningful legacy. To better serve his corporate clients and business owners, he obtained a CPFA (Certified Plan Fiduciary Advisor) designation. This advanced designation helps him and his clients understand the fiduciary relationship and responsibilities of the business owner and employees. Shawn has been devoted to the continued education of himself and those he works with. He studied Economics and Politics at The Claremont Colleges of Southern California where he earned his bachelor degree.
When he is not visiting with clients or implementing financial plans Shawn loves to be outdoors playing sports, hiking, and sharing laughs with family & friends. He is involved with Bay Area based non-profits and proud member of Novato Rotary, where he is a board member. He is passionate about mentoring high school student athletes as they prepare for college. Shawn also coaches Varsity & AAU Basketball in Marin/ North Bay.
AFEA is thrilled to have Shawn Campas join their team and assist them in their mission of creating financial clarity within communities all over the country.
"At a time when 76% of America is living paycheck to paycheck, there has never been a better time or greater need for financial education" - Rick McClanahan, Founder and CEO of American Financial Education Alliance