Susan Campbell

Current

• Principal at Buena Vista Financial Resources (Sole Proprietorship)

Past

• Director at Charles Schwab & Co.

Education

• San Diego State University-California State University

Recommended

2 people have recommended Susan

Connections

88 connections

Industry

Financial Services

Websites

• My Website

Susan Campbell’s Summary

Certified Divorce Financial Analyst and Certified Financial Planner. Buena Vista Financial Resources provides fee-only financial planning services, focusing on divorce and other life transitions. Extensive experience in the financial services industry in multiple roles.

Susan Campbell’s Specialties:

Divorce

Susan Campbell’s Experience

• Principal

  Buena Vista Financial Resources (Sole Proprietorship)

  (Sole Proprietorship; Myself Only; Financial Services industry)

  2006 — Present (3 years)

  Fee-only financial planning, specializing in divorce

• Director

  Charles Schwab & Co.

  (Public Company; 10,001 or more employees; SCHW; Financial Services industry)

  1995 — 2006 (11 years)

Susan Campbell’s Education

• San Diego State University-California State University

  MS , Business, Financial Services concentration , 1984 — 1987

Additional Information

Susan Campbell’s Websites:

• My Website

Susan Campbell’s Groups:

Financial Planning Association, Institute for Divorce Financial Analysts, California Divorce Planners Network, International Academy of Collaborative Professionals, Collaborative Practice San Francisco, Collaborative Council of the Redwood Empire, Collaborative Practice East Bay, ProNet

•    Charles Schwab Alumni Network
•    ProNet
•    Collaborative Family Law Group

Susan Campbell’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• expertise requests
• reference requests
• getting back in touch