Why I Became a Financial Advisor
As a tax advisor and CPA, I witnessed the frustration many clients experienced dealing with brokers and financial products. High fees, lack of transparency, poor performance and even poorer service were the common themes of their experiences.
I became a financial advisor to remove the anxiety that clients were feeling about their financial planning concerns. My approach is to blend tax planning and financial planning to give clients the opportunity for one-stop shopping for all their financial needs.
KNOW THAT YOUR BEST INTEREST COMES FIRST
In short, I take a holistic approach to financial planning and put my clients’ interests first in the role of a fiduciary.
ESTABLISH A REAL RELATIONSHIP
I genuinely care about my clients, which motivates me to deliver what I would call a “red carpet” experience.
GAIN A TRUSTED RESOURCE
As life becomes more complex, I provide one place to call to answer your financial planning questions.
“I’d compare stock pickers to astrologers, but I don’t want to bad-mouth the astrologers.”
— EUGENE FAMA
MORE ABOUT DAVID
David Campbell, CPA, MST, CFP® joined Forum Financial Management in 2014 as a Financial Advisor. Previously, David served in an advisory capacity for Genworth Financial Investment Services/Cetera Financial Group and Campbell Financial Group, Inc. As a second generation owner of a CPA firm, he is well versed in the nuances of family succession planning. Many of his clients are second and third generation business owners.
David has been helping people with financial planning and tax preparation for more than 30 years. He works primarily with small business owners, families and high net worth individuals to assist in estate planning, retirement planning, succession planning and tax planning. He has been in the financial services industry for more than 15 years, assisting his clients in investment planning to maximize their net worth for this generation and for future generations.
David has been involved with many organizations in his Naperville, Illinois community, including Exchange Club of Naperville and the Rotary Club of Naperville. Most recently, he was on the board of the Northern Illinois Home Builders Association and he has been appointed to the board at Ronald McDonald House. David has also been a coach in the Naperville Park district for more than 10 years. He is an active member of Good Shepherd Lutheran Church in Naperville.
David is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. He earned a master’s degree in taxation from DePaul University in Chicago and a bachelor’s degree in accounting from the University of Notre Dame in Notre Dame, Indiana.
In his free time, David likes to spend time with his wife and their three children. He takes part in several athletic activities and cheers on his children as they compete in various sports. He also enjoys reading and travel.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.