Five Star award winner Jacob A. Campbell, CFP®, CLU®

PROFESSIONAL PROFILE

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Jacob A. Campbell, CFP^®, CLU^®

CFP Board Certified Financial Planner

Westpac Wealth Partners

5280 Carroll Canyon Rd Ste 300

San Diego, CA 92121

Office: 760-291-9161

jacob.campbell@westpacwealth.com

About Me

I am Jacob Campbell, a Certified Financial Planner and Wealth Management Advisor with a passion for helping others feel confident about their future. Through my work, I aim to assist individuals in thinking bigger, realizing their potential, and recognizing that they are better than they might have believed. My personal experiences have shaped my dedication to ensuring others are well-prepared, regardless of the current economic climate.

Born and raised in Indianapolis, IN, I witnessed firsthand the impact of the 2007-2008 financial crisis on my family. We endured the loss of our home, my parents' divorce, and the lasting effects it had on my father. This challenging period in my life ignited a deep desire to prevent others from facing similar hardships. I am committed to empowering individuals with the knowledge and tools necessary to thrive, even in the face of adversity.

Growing up, I cherished the moments spent at my grandparents' house, where the essence of family was tangible. Gathered around the table, indulging in steak, potatoes, and a myriad of other delicious treats, we would engage in card games, with the Colts and Pacers games providing the backdrop. These experiences instilled in me a profound belief that everyone deserves the opportunity to create a life they love. My goal is to help individuals achieve their dreams, enabling them to enjoy the things they hold dear.

Beyond my financial advisory role, I am deeply involved in the community. I serve as a coach for Thunder Rugby, a position that allows me to impart valuable life skills to young athletes while fostering their love for the sport. Additionally, I challenge myself by participating in Tri-athlete events, constantly pushing my limits. In April 2024, I will embark on my first half Ironman, a testament to my dedication and determination.

Outside of my professional and athletic pursuits, I am blessed with a loving family. My wife, Nichelle, and our son, Nico, bring immense joy and purpose to my life. They serve as a constant reminder of why I am so passionate about helping others protect their financial well-being. Through my work, I strive to provide a brighter and more stable future for not only my own family but for all those who seek my guidance.

See Accomplishments

This award was issued on 12/01/2024 by Five Star Professional (FSP) for the time period 02/13/2024 through 08/30/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2588 San Diego-area wealth managers were considered for the award; 190 (7 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,242, 197, 9%, 12/1/23, 2/13/23 - 8/31/23; 2023: 2,125, 211, 10%, 12/1/22, 3/21/22 - 9/16/22; 2022: 2,084, 223, 11%, 12/1/21, 4/12/21 - 10/15/21; 2021: 2,218, 231, 10% 12/1/20, 3/30/20 - 10/16/20; 2020: 2018, 219, 11%, 12/1/19, 3/1/19 - 10/18/19; 2019: 1,885, 224, 12%, 12/1/18, 3/23/18 - 10/15/18; 2018: 1,498, 228, 15%, 12/1/17, 3/22/17 - 10/17/17; 2017: 1,349, 349, 26%, 11/1/16, 2/25/16 - 10/14/16; 2016: 1,337, 349, 27%, 11/1/15, 6/2/15 - 10/23/15; 2015: 1,639, 350, 21%, 12/1/14, 6/2/14 - 10/23/14; 2014: 1,838, 368, 20%, 12/1/13, 6/2/13 - 10/23/13; 2013: 1,675, 417, 25%, 12/1/12, 6/2/12 - 10/23/12; 2012: 1,014, 284, 28%, 11/1/11, 6/2/11 - 10/23/11.

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WestPac Wealth Partners & Insurance Services, LLC. CA insurance license #0I29680.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0K27963.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.