Abunda Financial LLC is a private, independent financial services firm. We offer investment and wealth management services under a fee-only, annual retainer arrangement. Combining our technical expertise with more than 30 years’ experience in security analysis, portfolio management and tax planning services, we work with clients to grow and preserve their wealth.
Abunda Financial adheres to the principles of maintaining a long haul – five years or more, not the next quarter. We do not attempt to mirror shorter term market movements.
Abunda Financial’s security selection and portfolio development is based upon the firm’s own, independent assessment of investment merit. Abunda Financial has no affiliation with any investment bank or corporate finance organization, and receives no compensation by utilizing investments from any proprietary product mix.
Janet L. Campbell, CFA
Principal, Abunda Financial LLC
Janet L. Campbell is the firm’s lead advisor for wealth management and investment counsel. After years of experience as a securities analyst, portfolio manager and consultant for leading national firms, Ms. Campbell became a registered investment advisor (RIA) in 2001 and launched her private financial services firm, subsequently named Abunda Financial, LLC.
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.
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Operations Coordinator, Abunda Financial LLC
Linda Bock provides key operational and administrative support. Ms. Bock has over two decades of experience serving in operational and administrative roles. She has exceptional skills in customer service, a keen eye for detail, and a strong foundation in administering the various software programs the firm utilizes to provide exceptional service and reliable communication to our clients.