Claudina Campbell

As a Financial Advisor, Claud (she/her) helps families make the most of their financial resources while providing them with perspective and clarity to make important life decisions with confidence. Her purpose and passion in life is helping people.

The families she serves include corporate executives, small business owners, professionals, and retirees. Claud enjoys helping families prepare for and reach their life goals, providing achievable steps to make their dreams a reality.

Claud has been in the wealth management industry since 2000, where she has performed both operational and client service roles. Her areas of expertise include retirement withdrawal strategies, tax planning, Microsoft and Amazon benefits, cash flow planning, social security, and stock award planning.

Personal interests include traveling, reading, gardening, visiting national parks with her husband, Darin, spending time with their rescue dogs, and volunteering in the community. Claud actively seeks new personal challenges each year, from learning to play hockey, and going back to school for her MBA.

Claud’s volunteering has primarily centered around people experiencing homelessness, food insecurities, and environmental causes. She has served alongside her fellow Rotarians in these pursuits with the Rotary Club of Mercer Island and Issaquah. During her time with Rotary, she has held many leadership positions, including 7 years on the Board, 3 years as Club Treasurer, and 1 year as Club President.

Claud is an ally who is passionate about social justice, human rights, women’s rights, supporting the LGBTQ+ community, and DEI initiatives.
The personal values that Claud aspires to live by include; Integrity, Fairness, Equity, Transparency, Honesty, Curiosity, Kindness, and Benevolence.

Education

• B.A. in Business Administration/Finance – Washington State University
• MBA—Seattle University (In Progress)
• CFP®—Certified Financial Planner™
• Series 65 Securities License