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Chase Campbell

Wealth Advisor at Focus Partners Wealth

Chase Campbell, CFP®, is a Wealth Advisor at Focus Partners Wealth since September 2024, providing a range of services to assist clients in managing their financial futures. Prior to this role, Chase served as a Wealth Advisor at HoyleCohen, LLC, which later merged with The Colony Group, rebranding to Focus Partners Wealth. Chase's experience includes positions as Associate Wealth Advisor at Citi, Registered Client Service Associate at JPMorgan Chase Bank, N.A., and Private Client Investment Associate at UBS. Educational qualifications include a Financial Planning Certificate from New York University and a Bachelor's degree in Business Administration with a focus on Systems and Operations Management from California State University, Northridge. Additional experience includes various leadership roles within Sigma Chi Fraternity and positions in retail and hospitality.

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Santa Monica, United States

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