Daniel R. Campos, mba, crpc

President & Financial Advisor

Daniel Campos

President & Financial Advisor

Daniel R. Campos is a Chartered Retirement Planning Counselor. He holds the FINRA Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) licenses. He is also insurance licensed with life, health, and variable lines of authority. Before starting Campos Financial Group and affiliating with Securities America, Inc., Daniel gained invaluable experience in the financial services industry at wirehouse and regional firms, working with teams managing in excess of $250 million in assets under management.


Campos Financial Group, established by Daniel Campos to reflect his personal style and philosophy of the delivery of financial services to the public. The guiding philosophy of his firm is to function as an advocate for the client in the marketplace. Independence is the cornerstone of his practice—he is not wed to any single company or product. This greatly enhances his ability to work with his clients, both individuals and businesses, solely focusing on their objectives and success. Not bound by corporate quotas or proprietary restrictions, he is able to recommend investment vehicles and strategies which he feels are most appropriate and will serve his clients best.


A Montgomery County, Maryland native, Daniel is an alumnus of Gonzaga College High School in Washington, DC. He earned a Bachelor of Arts in Politics from The Catholic University of America followed by a Master of Business Administration from the University of Maryland. An avid observer of government and politics, Daniel has been involved in political campaigns at the local, state, and national level. Prior to entering the financial services industry, he worked on Capitol Hill and ran a vigorous campaign for the Maryland Legislature in 2010. He also gained meaningful perspective into the non-profit world working for Montgomery Hospice in Rockville, Maryland.


Daniel is an active member of the community. He is a graduate of the City of Gaithersburg and Montgomery County Police Citizen’s Academies. He has frequently supported Walk Like MADD, McKenna’s Wagon, and a number of other worthy causes. He currently serves on the board of directors for two non-profit organizations: Child Justice, Inc. and the Metropolitan Ballet and Theatre. He also serves as a member of the Business Advisory Council for SEEC, an organization which works to advance and increase employment opportunities for residents with developmental disabilities.

Registered States: DC, MD, VA, NY, NJ, FL, TX, CO   We are based in the DC metro area but serve clients in the states listed here. While we meet regularly via phone or virtual meeting, we also arrange face to face client meetings in the above locations throughout the year, schedule permitting.

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Daniel R. Campos is a Chartered Retirement Planning Counselor. He holds the FINRA Series 7 (General Securities Representative) and Series 66 (Investment Advisor Representative) licenses. He is also insurance licensed with life, health, and variable lines of authority. Before starting Campos Financial Group and affiliating with Securities America, Inc., Daniel gained invaluable experience in the financial services industry at wirehouse and regional firms, working with teams managing in excess of $250 million in assets under management.

Campos Financial Group, established by Daniel Campos to reflect his personal style and philosophy of the delivery of financial services to the public. The guiding philosophy of his firm is to function as an advocate for the client in the marketplace. Independence is the cornerstone of his practice—he is not wed to any single company or product. This greatly enhances his ability to work with his clients, both individuals and businesses, solely focusing on their objectives and success. Not bound by corporate quotas or proprietary restrictions, he is able to recommend investment vehicles and strategies which he feels are most appropriate and will serve his clients best.

A Montgomery County, Maryland native, Daniel is an alumnus of Gonzaga College High School in Washington, DC. He earned a Bachelor of Arts in Politics from The Catholic University of America followed by a Master of Business Administration from the University of Maryland. An avid observer of government and politics, Daniel has been involved in political campaigns at the local, state, and national level. Prior to entering the financial services industry, he worked on Capitol Hill and ran a vigorous campaign for the Maryland Legislature in 2010. He also gained meaningful perspective into the non-profit world working for Montgomery Hospice in Rockville, Maryland.

Daniel is an active member of the community. He is a graduate of the City of Gaithersburg and Montgomery County Police Citizen’s Academies. He has frequently supported Walk Like MADD, McKenna’s Wagon, and a number of other worthy causes. He currently serves on the board of directors for two non-profit organizations: Child Justice, Inc. and the Metropolitan Ballet and Theatre. He also serves as a member of the Business Advisory Council for SEEC, an organization which works to advance and increase employment opportunities for residents with developmental disabilities.

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BOOK A FREE CONSULTATION

ONLINE | PHONE | IN-PERSON



Our consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.

Click below to request your complimentary consultation today.

GET STARTED