Susan Campbell CDFA®, CFP®


Buena Vista Financial Resources

One Sansome Street, Suite 3500
San Francisco CA 94104

Get directions
415-439-8811

Additional Offices
829 Sonoma Avenue, Santa Rosa, CA, 95404, Get directions

Susan Campbell, Principal of Buena Vista Financial Resources, is a Certified Divorce Financial Analyst® and has been a Certified Financial Planner® for over 25 years. Buena Vista Financial Resources provides fee-only financial planning services, specializing in divorce.

"I specialize in the financial aspects of divorce and work primarily in the pre-settlement phase where thoughtful decisions must be made before the papers are signed as the decisions made today will have an impact for many years to come. During this difficult time, I work closely with clients and their advisors on a comprehensive analysis to help them understand the financial impact of divorce and help set realistic expectations. I provide detailed spreadsheets and graphs that analyze the short and long term financial impact of different settlement proposals to help determine a financially equitable divorce settlement that meets the personal needs and goals of the family."

Ms. Campbell received her Masters of Science in Financial Services from San Diego State University. She received her CFP® designation from the College for Financial Planning and the CDFA® designation from the Institute for Divorce Financial Analysts™. Ms. Campbell has completed mediation training and is active in Collaborative practice. She is on the Board of Directors of Collaborative Practice San Francisco, Collaborative Council of the Redwood Empire and serves as an Associate Member on the Board of Sonoma County Bar Association.  She is also a member of Collaborative Practice East Bay, the Institute for Divorce Financial Analysts™, and Association of Divorce Financial Planners.   
 
Ms. Campbell works throughout the Bay Area and has offices in San Francisco and Santa Rosa, California.

CFP,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.