Robert A. Campbell

Robert A. Campbell

Investment Advisor Representative

Phone: (623) 933-1511, (800) 454-8333
E-mail:
 

Robert A. Campbell, RFC®
Registered Financial Consultant (RFC®)


 

At Phoenix Financial Group, Ltd. we believe it takes a team to accomplish each client's investment goals!

 

Robert has been with Phoenix Financial Group, Ltd. since 1999. His credentials include FINRA series 6, 7, 63, and 65 through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. Being a representative for WFS gives Robert great opportunities to advance his education and the resources to provide customized financial plans for his clients.

Robert has also earned the prestigious Registered Financial Consultant (RFC®) designation. This designation is presented to financial advisors who maintain very high professional and ethical standards, plus certify the completion of a minimum of 40 hours of relevant continuing education each year.

His strategy is to assist clients in understanding and defining what their investment objective truly is. Once the objective is defined he uses that information to set up a financial plan and puts the plan to work to achieve their goals. Even though our financial planning process is quite extensive, he is committed to helping each client achieve their goals. When appropriate, and upon the clients request, he will involve family members in the personal estate planning process.

His services include, but are not limited to:

  • Retirement Planning
  • Estate Planning & Estate Settlement
  • 401k & IRA Rollovers
  • Asset Allocation and Portfolio Management
  • Social Security Income Strategies
  • Medicare, Life & Health Insurance

At Phoenix Financial Group, Ltd. we have accumulated years of valuable experience assisting hundreds of clients in achieving their financial goals. Our office consists of three Investment Advisor Representatives, one of which is a CERTIFIED FINANCIAL PLANNER™* Practitioner. To ensure stability and confidence our entire staff is involved in your financial plan. This arrangement provides you, our client, with the assurance that if for any reason your representative is no longer available to manage your portfolio, the remaining representatives will be able to continue with very little disruption. Phoenix Financial Group, Ltd. believes it takes a team to accomplish each client's investment goals! This team must have an involved client, an educated and interested investment representative, quality suppliers of financial products and services with a financially stable brokerage firm. We periodically offer free educational workshops for the public at churches, country clubs and restaurants.

Robert and his wife Nora both served in the U.S. Army, they have been married since 1978 and have resided in the state of Arizona since 1980. They have one child and one grandchild. Bob & Nora are members of The Gideons International and are both active in their local church. In 2004 Bob was elected to the Peeples Valley Fire District board and held the Chairman position through September 2009. He is also the President of the Sweetwater Heights Homeowners Association, President of Arrowhead Lakes Homeowners Association, a member of the Peoria & Glendale Chambers of Commerce and West Valley Executives.

*CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completed the CFP Board's initial and ongoing certification requirements.