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Janet C

CFP®, Series 63, Series 65

Sausalito, CA

Abunda Financial, LLC

Janet Campbell is a CFP®-certified financial advisor with 13 years of industry experience. She has been the sole advisor at Abunda Financial, LLC since 2001. Janet holds Series 63 and Series 65 licenses. Abunda Financial, LLC is a private, fee-only advisory firm serving individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm focuses on long-term investment strategies with an emphasis on independent security analysis and tax-efficient portfolio management, primarily overseeing assets on a non-discretionary basis.

Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Approaching retirement
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