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Erin Campbell

Owner, Founder and Principal

Beacon Financial Strategies

United States, North Carolina, Raleigh

About Me

Erin is a founder and principal of Beacon Financial Strategies Corp. and serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she attended UNC Chapel Hill where she received her degree in Business Administration. Erin is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning. Erin works with clients in the areas of tax and overall financial planning. Erin’s specific areas of expertise are stock option planning and tax minimization strategies for executives an

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Profile Information

Owner, Founder and Principal

Beacon Financial Strategies

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Raleigh

North Carolina

United States

Jul 27, 2025

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