While corporate finance was interesting, his calling to personal finance was now clear, and he began an internship with a large financial planning firm. It was an eye opener for Alex to see many employees of Boeing that were planning to retire – but then could not. Periscope pro security series#His academic journey continued, and he earned his Certified Financial Planner (CFP®) marks along with Series 6, Series 7, and Series 63 investment licenses.Īlex did an internship in finance for Boeing while in college during the 2008 financial crisis. While on a Division 1 scholarship running track at Long Beach State, he majored in finance with a concentration in investments. As it turns out, that became his life’s mission, and he happily discusses money with numerous families while working to lead them to their personal financial goals.Īlex took this interest in money into his college years. However, they said he should not be talking about money outside of the house publicly. They found this to be a good opportunity to teach him to buy his first stocks: Disney and SPDR fund. After being a repeat offender of asking his parents far too often “what things cost” and “how much money people make,” they finally gave in. He recognizes that none of the success of Periscope Wealth Advisors would be possible without the support of his family, friends, clients, and first-class 340-1702Īlex Goldberg, CFP® and Co-Founder of Periscope Wealth Advisors, has been interested in the topic of money since his early elementary years. There is one simple goal that Kevin and his firm aim to achieve: to make sure their clients never have to worry about money in retirement.Ī “work-in-progress” golfer and huge sports fan, Kevin lives in San Luis Obispo, California with his wife and daughter. Kevin helped develop Periscope’s Planning Process, which is a tried-and-true roadmap to help clients navigate the complexities of retirement income, investment management, tax optimization, estate planning, and handling the psychological challenges of retirement. With the ability to leverage their collective, specialized knowledge and wield cutting-edge investment planning technology, Periscope Wealth Advisors is positioned to provide to their clients the highest levels of Financial Planning, Investment Management, and Client Service. By merging their respective teams, Periscope Wealth Advisors combined decades of experience from multiple areas of Financial Planning. In 2022, Kevin partnered with two friends and colleagues who shared the same vision, to create Periscope Wealth Advisors. Kevin knew there must be a way to apply his desire to help others with effective and customized financial planning. His academic journey continued, earning his Certified Financial Planner (CFP®) marks along with Series 6, Series 7, and Series 63 investment licenses.Īfter completing college, Kevin began his career in Financial Planning with a large Broker-Dealer, and while he was grateful for the opportunity to gain experience in the field, he was disheartened by the “one-size-fits-all” approach that he found to be the dominant attitude at many companies. Kevin continued learning about investing in the market, real estate, and alternative investments from then on through college where he graduated from Long Beach State University with a major in Finance and a concentration in Investments. The idea of money growing on its own without having to carry loads of lumber and wheelbarrows of concrete in the hot sun day-in and day-out was an attractive prospect. Working a construction job during the summer of 6th grade, Kevin heard the older employees talking about how their investments had grown or decreased, and that they wished they had started when they were younger. Kevin Campbell, CFP®, and Co-Founder of Periscope Wealth Advisors has been a self-proclaimed “investment nerd” since he read his first book on stocks at the age of 12.
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