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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Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.