Sean Campbell, CFP®
Senior Wealth Counselor
Sean joined Versant in 2018 and has nearly twenty years of professional experience helping people create better financial lives. “I am driven to bring happiness to others,” he says, and one way he does that is by helping clients accomplish their dreams by properly managing their wealth.
Sean specializes in strategic wealth planning and in creating innovative solutions for individuals, families and small business owners. He works closely with Versant’s clients to help them develop a personal wealth management strategy, construct their investment plans, and provide detailed, ongoing guidance on how to reach their short- and long-term financial goals. Sean is a CERTIFIED FINANCIAL PLANNER™ with FINRA 7, 9, and 10, and NASAA 63 and 66 licenses. He holds the Wealth Management Foundations accreditation from the Cannon Financial Institute.
Before Versant, Sean worked as a portfolio consultant for Schwab Private Client Investment Advisory, where he provided high net worth clients with detailed analysis and strategies that fit their specific wealth management needs.
Sean is an assistant Cub Master for his son’s Cub Scout pack and has been a volunteer with Special Olympics since he was a teenager. “Seeing people with intellectual disabilities discover new strengths, abilities, skills and success has inspired me to open my heart to a wider view of human talents and potential.”
A native of Tucson, Sean received a BA degree in general business with emphases in financial and communication from Northern Arizona University. He is an active cyclist and trail runner who loves to be outside in his free time. Sean is married and has a young son who plays chess and soccer.