Rick W. Campbell, MBA, ChFC®, BFA™, AIF®
President & CEO
After 13 years working at large financial institutions, Rick wanted to challenge the status-quo and develop a financial planning and investment firm that measured its success by clients’ long term well-being and financial independence – success defined by clients’ ability to live their BEST lives on their terms. This work required a team of empathetic and passionate professionals capable of designing plans that address the unique challenges of clients in the context of ever changing technologies and unpredictable economic and geopolitical events. And, most importantly, a team of professionals who define living their BEST lives as helping clients live theirs.
Rick has an MBA with a concentration in Finance from Providence College and a Bachelor’s in Accounting from the State University of New York. Rick also holds the advanced financial planning designation, ChFC® (Chartered Financial Consultant), which is granted to a select group of individuals who have completed an eight-course curriculum focused on a comprehensive financial planning process. In addition, Rick’s attainment of the Behavioral Financial Advisor (BFA™) and Accredited Investment Fiduciary (AIF®) designations are testaments to his commitment that Financial Independence will continue to do everything in its power to provide objective guidance, advice and coaching tailored to a holistic understanding of the values and priorities of its clients.
Prior to founding Financial Independence, Rick was co-founder and partner at the financial services firm Halperin & Campbell, LLC. Formerly, Rick held various management positions at predecessor organizations to Prudential Retirement and Bank of America.
Rick resides in Providence, RI and enjoys spending time with his three sons MacKenzie, Mitchell and Charlie. He is a self-defense expert who instructs martial arts throughout New England – a passion that has led him to multiple black belt certifications over the past 30 years. He also enjoys playing the guitar, elite obstacle course racing, mountain climbing and yoga.