Fabio Campanella - Financial Planner

I've been an accounting client of Fabio's firm for a long time, and I'm happy to say that the same attention to detail, expertise, and service translates to Financial & Estate Planning. I required a fairly conservative, long-term approach to financial planning with some optionality for exciting/interesting investments. The best part is that Fabio customizes the approach to my needs - timing/horizon/risk tolerance/etc. are all taken into account, and as sophisticated as all the pieces may be - the information is presented simply and comprehensively so that I can make the right decision at any given time. The difference between a big-5 'financial planner' and Fab's offering is night and day. Highly recommend!

Fabio has been advising me on investment and financial planning matters since 2010 and his advice has been crucial to my financial success. He always takes the time to ensure I fully understand the risk/reward trade off for any investment I make in any area of investment. He always integrates the tax and other financial consequences of my investment decisions and seamlessly integrates them into the investment plan. I would recommend his services to anyone looking for a life long investment and financial coach.

Fabio has been a dependable, responsible and knowledgeable financial planner for my retirement portfolio for many years now . He keeps abreast with the market trend and fund managers' performances and organized regular review with me for appropriate investment strategy as well as any adjustments to be made. His conservative view for retirement savings is a good balance for my more aggressive approach. I trust him to guide me for the growth of my portfolio to meet my financial needs. I highly recommend him and his team to anyone looking for a dependable Financial Planner.

Fabio’s investment advice has helped guide me for years and I wouldn’t have been able to do it without him. He has a great ability to take complex concepts and fully explain them in layman’s terms. I have recommended him to friends and colleagues over and over and I’ll be working with him for years to come.

My family has been using Fabio for investment and tax advice for over a decade and I can't express how happy we are to have him on our team. His knowledge of the markets are second to none and he has a great ability to keep you informed and in-check. In addition to market knowledge he has a deep knowledge of tax and real estate investments to round out his advice. We always feel that we are getting the best possible service when dealing with him. Great work and highly recommended.