Claudina Campbell

Claudina "Claud" Campbell, CFP®,
President and Senior Wealth Advisor

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 confience. 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, hiking, reading, golfing with her husband, Darin, spending time with their rescue dog, and volunteering in the community. She tries to seek out a new challenge every year, and in 2022 she decided to learn how to skate and play ice hockey, which has been a lot of fun and a serious workout!

Claud’s volunteering has primarily centered around people experiencing homelessness and food insecurities, and the environment. She has served alongside her fellow Rotarians in these pursuits since she joined the Rotary Club of Mercer Island ind 2009. During her time with Rotary, she has held many leadership positions, including 7 years on the Board, 3 years 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
Claud's Highlights

President and Senior Wealth Advisor,
Willow Grove Advisors

Lead Advisor/Relationship Manager,
Coldstream Wealth Management

Lead Advisor/Relationship Manager,
Paracle Advisors

Planner,
Brighton Jones, LLC

Operations Manager,
Brighton Jones, LLC