Meet the Team: Victor Campos, CPA, CFP®
Warren Street is expanding our team of experts! We are incredibly proud to officially introduce our new Lead Advisor, Victor Campos, CPA, CFP®. Based right here in Southern California, Victor brings a rare and powerful combination of tax expertise and comprehensive financial planning to our clients.
As both a Certified Public Accountant and a Certified Financial Planner™, Victor is uniquely equipped to look at the big picture of your wealth—ensuring your investment strategies, retirement goals, and tax mitigation plans work hand-in-hand. We sat down with Victor to learn more about his background, his client-first philosophy, and what he’s most excited about as he steps into this new role at Warren Street. Please join us in giving him a warm welcome!
In your role as Lead Advisor, how do you assist Warren Street’s clients?
I assist Warren Street clients by being a trusted first point of contact and providing them guidance based on their financial goals and aspirations.
What impact do you hope to make at Warren Street?
How does Warren Street align with your personal values?
Warren Streets Core Values of “Clients Best Interest First” and “Integrity & Honesty” align with my approach to providing guidance. I think these values differentiate us in the financial world as we truly strive to help our clients reach their financial goals in a way that is free of conflicts of interest.
Who or what motivates you?
My family motivates me more than anything. Being able to help them in any way I can and striving to be the best version of myself for them brings me a lot of happiness and fulfillment.
What do you enjoy doing outside of work?
I like to stay active by working out and playing anything that has a tactical approach to it like video games or tabletop games.
What are three fun facts about you?
- I have gone night swimming with Manta Rays.
- I can make a pretty good pizza from scratch.
- I have only broken one bone but I still have screws and a plate from the surgery. (It was my left leg and it was 13 years ago.)
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Whether you are looking to optimize your tax strategy or fine-tune your long-term wealth plan, Victor is ready to help you navigate the path ahead. Next time you connect with our team, please join us in welcoming Victor to the family!
Jennifer La
Director of Sales & Marketing, Warren Street Wealth Advisors
Investment Advisor Representative, Warren Street Wealth Advisors, LLC., a Registered Investment Advisor
The information presented here represents opinions and is not meant as personal or actionable advice to any individual, corporation, or other entity. Any investments discussed carry unique risks and should be carefully considered and reviewed by you and your financial professional. Nothing in this document is a solicitation to buy or sell any securities, or an attempt to furnish personal investment advice. Warren Street Wealth Advisors may own securities referenced in this document. Due to the static nature of content, securities held may change over time and current trades may be contrary to outdated publications. Form ADV available upon request 714-876-6200.
