Today, Ben sits down with Daniel Campos for a deeply reflective conversation on vocation,...
Financial Planning Is More Than a Job—It’s a Vocation | Daniel Campos
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Daniel Campos
Campos Financial Group | President - Financial Advisor
Certifications or Designations: ChFC® (Chartered Financial Consultant®) | CRPC® | MBA
About Daniel
Daniel Campos is an experienced financial advisor dedicated to empowering clients through personalized wealth management strategies. With a strong foundation in the financial services industry, he holds FINRA Series 7 and 66 licenses, as well as insurance licenses in life, health, and variable products.
Prior to establishing Campos Financial Group, Daniel was a registered representative at Morgan Stanley, UBS, and RBC Wealth Management.
Campos Financial Group embodies his client-centric philosophy, prioritizing independence and objectivity. Unbound by corporate constraints, he offers tailored solutions to individuals and businesses, focusing solely on their unique goals.
Daniel is an alumnus of Gonzaga College High School in Washington, DC. He earned a Bachelor of Arts from The Catholic University of America and an MBA from the University of Maryland. He also holds the Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services and Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning. He also earned a Certificate in Financial Planning from the University of Georgia.
Daniel is an active member of the local business community. He is a member of multiple Chambers of Commerce including the Gaithersburg Germantown Chamber of Commerce, the Hispanic Chamber of Montgomery County, and the Greater Rockville Chamber of Commerce where he serves as a member of Rockville Chamber Board of Directors.
Beyond his professional pursuits, Daniel is deeply committed to community service. He holds leadership positions on several non-profit and community organizations including the Board of Directors for Child Justice, Inc. and the Business Advisory Council and Finance Committee for SEEC, an organization that helps people with developmental disabilities find meaningful employment. He was a founding board member of the the Young Catholic Professionals DC Chapter and is a past member of the Board of Governors for the Alumni of the Catholic University of America. Daniel is a co-founder of De Profundis, a nonprofit supporting priestly vocations in the DC area. Over the years, he has also served a catechist, leading both pre-confirmation and OCIT (Order of Christian Initiation for Teens) for high school students at both St. Martin of Tours and St. John Neumann parishes in Gaithersburg, MD.
Daniel lives in suburban Washington, DC with his wife Kayla.
Address
2401 Research Boulevard, Suite 220
Rockville, Maryland 20850
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