Juan Campos

Financial Advisor
3550 Vine Street
Suite 300
Riverside CA 92507
(951) 369.3887
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Financial planning is about more than numbers—it’s about what matters to you. I work with you and your family to create a simple, personalized strategy that supports your goals and helps you move forward with confidence.
Profile

Juan is a Financial Advisor and problem solver who has worked in the financial services industry since 2008. He focuses on helping clients make sense of their financial lives by breaking down complex topics into clear, practical guidance.

Juan works closely with individuals and families to understand their goals and help them make informed financial decisions. He takes a steady, thoughtful approach and aims to be a trusted partner clients can rely on over time.

Juan is based in Southern California and remains actively connected to his clients, colleagues, and the communities he serves. He holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification.

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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Juan Campos is registered to do business in AZ, CA, NV.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.