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Stuart Campbell

Advisor at EP Wealth Advisors

Updated today
EP Wealth Advisors logo

Firm

EP Wealth Advisors

Location

Torrance, CA 90503

Credentials

CFP®

Industry experience

3 years

About

Stuart Campbell is a CFP® professional with three years of industry experience. He is currently with EP Wealth Advisors, having previously worked at Wacker Wealth Partners, NYLIFE Securities LLC, New York Life Insurance Company, and Shea Homes. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Client services

Based on EP Wealth Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops
Retirement plan advisory services & tax preparation services

Expertise

Based on EP Wealth Advisors

College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on EP Wealth Advisors

Founder/Business Owner Executive

Fee options

Percentage

$0 - $500,000: Higher than discretionary fee (exact rate not specified) $500,000+: Varies based on blended tiered structure, tiered flat percentage fee structure, or flat percentage-based fee (exact tiers not specified) Not specified+: Up to 1.00% annually for participant-directed defined contribution retirement plans

Commissions

Compensation received for providing ongoing advisory services related to certain commission-based annuities through DPL Financial Partners

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Account minimum: $500,000 Fee-only: Hourly fee up to $500 per hour; retainer fee up to $10,000 for financial planning and consulting services only

Location

21535 Hawthorne Blvd, Suite 400

Torrance, CA 90503

Most active in

California

Work history

EP Wealth Advisors, LLC

2024 - Present (2 years)

Wacker Wealth Partners

2021 - 2024 (3 years)

NYLIFE Securities LLC

2020 - 2021 (1 year)

New York Life Insurance Company

2020 - 2021 (1 year)

Shea Homes

2014 - 2020 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

Options & derivatives strategies Tax-loss harvesting Wealth management
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George G

CFP®, Series 66

Santa Monica, CA

Guttman Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning

John P

CFP®, RICP®, EA

Hawthorne, CA

Otium Advisory Group, LLC

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

General retirement planning General tax planning Sandwich Generation Gen X (Born 1965-1980)

Christopher S

CFP®, EA

Santa Monica, CA

Silicon Beach Financial LLC

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner LGBTQIA Gen Y/Millennials (Born 1980-1995)
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