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Kelly Campbell

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Kelly Campbell is a comprehensive financial planner with a focus of retirement planning and asset preservation for families and retirees. She is well recognized in the community and has been assisting families and retirees reach their financial, retirement, and estate planning goals for over 30 years. She has built a reputation with her colleagues and clients as a problem solver while providing exceptional customer service. Prior to founding KC Financial Associates Kelly, served as President of Freedom Financial Group. Using a unique educational based planning approach, Kelly has been recognized as one of the Delaware Valleys top businesswomen in the industry every year since she became the president of Freedom Financial Group in 2000. In addition to being an expert in retirement planning, her experiences as a woman in the financial industry, have also helped her relate to many female retirees. Half of American women over age 65 are either widowed or divorced, and are tasked with handling their finances alone for the first time. Many of these women in Delaware Valley, Lancaster County, and Berks County have come to Kelly Campbell for help. Kelly’s goal is to build trust and help clients achieve financial well-being by following two guiding principles: integrity and honesty. She truly works with her clients and together creates a real plan that is suitable for their needs. “My greatest satisfaction is knowing that my clients can have a greater sense of confidence because they are thoroughly knowledgeable of the plans and programs that we create,” Kelly says. As a matter of fact, before considering even implementing any of her recommendations – she makes sure of it! Direct: 484-955-0010 | KCampbell@KCFinancialAssociates.com

Professional Experiences

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Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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