Abunda Financial LLC is a private, independent financial services firm.  We offer investment and personal financial advisory services under a fee-only, annual retainer arrangement.

 

Our philosophy

 

At Abunda Financial, we believe that while money is important, time is our most precious resource.  The longer we live, the more we realize that every minute counts.  With that realization, many people find it troublesome to see that increasing amounts of their limited time are spent dealing with the necessary but often complicated financial tasks of living.  But finding the right professionals to address those various financial needs isn’t easy.

about us

We believe that a well-suited relationship with a professional financial advisor who is competent and ethical can ease the journey through the ages, stages and transitions of life.

 

We believe that a professional financial advisor can provide valuable assistance in defining and implementing personal financial goals and plans.  Such assistance is not a one-time event but an ongoing process that evolves with each person’s changing circumstances and needs over the course of one’s lifetime.

 

We believe that the best financial decisions and plans are made within the context of a holistic approach that places individuals and their needs at the heart of these decisions.

 

And, we believe that every minute counts.

 

Janet L. Campbell, CFA

Principal, Abunda Financial LLC

 

With more than 30 years of experience as a financial advisor, securities analyst, portfolio manager and consultant for leading national firms, Janet Campbell formed the private financial services firm of JL Campbell Financial in 2001.  In 2007, Campbell changed the name of the firm to Abunda Financial.  The firm specializes in serving executives and high net worth individuals by providing investment and financial advisory services on a fee-only basis. 

 

Before launching the firm, Campbell worked as an Analyst and Portfolio Manager with various money management firms that served both individual and institutional clients.  Her professional history also includes having been a sell-side securities analyst providing research coverage of lodging, office/industrial and retail real estate investment trusts (REITs) and corporations; and, an investor relations consultant for firms in both the software and telecommunication industries.

 

Campbell earned a BA degree in Economics from the University of California, Berkeley. She is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Enrolled Agent (EA) with the United States Internal Revenue Service.