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Jose C

CFP®, Series 66

Burlingame, CA

Raymond James Financial

Jose Campos is a CFP® with 10 years of industry experience and is currently a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for eight years and had roles at H.D. Vest entities. Campos is also involved as an officer and owner of Innovative Investment Partners, LLC, and serves as a partner at Rydge Tax Services, specializing in tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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