Christopher Campos

Christopher Campos
Vice President Financial Consultant Truist Investment Services, Inc.

1100 Townpark Ave

Lake Mary, FL 32746-4780

About me

Background

Christopher Campos is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 17 years of financial services, retirement planning, and investment management experience. Supported by his team within The Coopersmith Group of Truist Investment Services, Inc., he follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and performing regular portfolio reviews to seek measurable results. He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
University of Central Florida 2014

Personal Interests

A native of Miami FL, Christopher is a graduate of the University of Central Florida with a B.S. in finance.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

To
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