Kelly Campbell, CPA, CFP®
Director of Taxation

Kelly Campbell is a Certified Public Accountant and Certified Financial Planner (CFP ®) with over 20 years of experience in the areas of tax, accounting and financial planning.  Ms. Campbell’s practice includes tax research, planning, consulting and compliance services for individuals, trusts, partnerships and corporations.  She also works with clients to develop personal financial planning strategies.  Due to her extensive expertise, Kelly actively participates in litigation support engagements for trusts and estates.

Ms. Campbell began her public accounting career with Ernst & Young (formerly Ernst & Whinney). She subsequently worked in the field of wealth management serving in roles as Director and Vice President of Advisory Services. This background, combined with her CFP® capabilities, is very valuable to our clients in tax and financial planning.

An active volunteer in Orange County community activities, Ms. Campbell is past president of the Irvine Chapter of the National Charity League and a Legacy Partner of the Irvine Public Schools Foundation. She currently serves on the board of SupportAbility.

In her spare time, Ms. Campbell enjoys reading, practicing yoga and spending time with her husband and two daughters.