C. Jill Campbell, EA

Jill has over forty years’ experience as a tax planner and money manager.

Throughout her career, which began by offering tax and accounting services in 1970, she has always sought to bring a greater breadth of services to her clients. Today Jill focuses on a holistic approach to advising clients in matters of tax, investments, insurance and risk management. She feels responsibility for her clients and their success.

In 1996 Jill added investments and financial planning to the practice. At that time she also began developing a team of professionals to better meet the needs of her clients. This culminated in her renaming Campbell Tax Services to Campbell Tax & Financial Services, a full-service financial planning and advisory firm.

Jill is an Enrolled Agent and an Investment Advisor Representative through National Planning Corporation, a leading broker-dealer and registered investment advisor. She holds multiple security licenses including that of OSJ, Office of Supervisory Jurisdiction. She holds a California real estate license and insurance license. Jill is proud to be one of the Founders of Mission Valley Bank. She served on the Sun Valley Neighborhood Council for two terms. She has served as President as well as having served for many years on the Board of Directors of The Planners Network, a group of financial advisors from across the country.

Jill lives in Sun Valley, CA. were she is active in numerous local and national charitable organizations. She works closely with the San Fernando Valley Rescue Mission’s Homeless Portable Shower Ministry and is on the Board of Directors of the Hope of the Valley Rescue Mission. She was recently honored by that group in their first annual Women of Honor for her community service and passion for helping the least among us. Jill recently married Kenneth Pearce - they share a long time friendship and love of the Lord. Jill counts her blessings with a wonderful family, children and grandchildren, as well as her family of clients.

Financial Advisor Bios...

Jill Campbell

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