Chad Campbell, CFP®

Chad Campbell, CFP® is an Everence® Financial Consultant, focused on helping individuals and groups through insurance, financial and charitable giving services.

Chad Campbell works alongside his clients to integrate their faith values with their financial decisions. The clients he works with often are looking for ways to better align their life choices and investments with the golden rule of “loving your neighbor as yourself.” As this can be complicated to do in our global society, Chad’s goal is to be a partner in considering ways to better live out this value.

Chad has been working in the industry for six years and earned his Certified Financial Planner™️ (CFP®) designation in 2018. He recently completed the Chartered Advisor in Philanthropy® (CAP®) designation. During his time in college, he studied theology, business and psychology with the goal of better understanding human psychology and pairing that with how to live out faith values in a business context.

Chad is personally on a journey of discovering ways to align his values with his lifestyle and financial planning. He began with an S&P 500 index fund when he was 18 and has since learned about integrating values into investment portfolios. He now commits 100% of his investments to socially responsible and impact investing. He has been moved by the “new monastic movement” to live where challenges of our culture come to a head. He and his wife, Krissy, moved into a low-moderate-income neighborhood in 2018 with the goal of being close to those ostracized by our culture and to have constant reminders to look for ways to share their abundance with others. They have since started a family and are finding much joy bringing along their daughter, Junia, on this journey as well.

Chad tends to work with clients in three ways. The first is a comprehensive, fee-based financial planning relationship. This is the most hands-on approach to diving into values and financial documents to create a plan. The second is investment management. Many of his clients agree that socially responsible investing is essential, so he helps them invest their values into their wealth. Finally, he helps his clients with individual needs such as decisions regarding Medicare options or how much life insurance their family needs. Chad always begins a client relationship with a free consultation, getting to know you and your story to determine which path is most appropriate. He looks forward to navigating this financial faith journey alongside you.

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Send Chad a message, and expect to connect in the next two days to schedule an appointment or have a conversation about your financial goals.

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