Richard A. Campbell II, CFP®

Richard A. Campbell II, CFP®

Founding Partner

Rick grew up outside of Buffalo, NY in Hamburg, which is where he still lives.  He attended high school at St. Francis in Athol Springs, NY, and upon graduation went on to St. Bonaventure University in Olean, NY where he graduated with a Bachelors of Science in Business Administration with a concentration in Finance in 2002.  Rick got married in July of 2009 to his wonderful wife, Christina, who is a first-grade teacher at Springville Elementary School.  They have 3 children—Tyler, Connor, and Claire.

Rick’s career at Equitable Advisors began immediately following his graduation from college in 2002.  His practice focuses primarily on assisting individuals and small businesses with a wide variety of retirement and insurance needs, and Rick is certified as a Retirement Benefits Specialist for Tax Sheltered Plans with Equitable Advisors.  In addition, Rick currently maintains his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation, which provides him the capabilities to develop and implement a customized comprehensive financial plan.  Although Rick works with a number of different professions, his target market is working with public sector employees, and greater than half of his current clients work within these fields.  

Rick’s hobbies include playing just about any sport or game, and he also enjoys reading, as well as working in his yard at home.  He has volunteered multiple times with an organization called Bona Responds, including a service trip to Mississippi in 2008 to assist with Hurricane Katrina relief efforts.  In addition, Rick is currently the Chairperson for the Hamburg Finance Academy Advisory Board, Inc., which is an organization that promotes financial literacy to high school students.

In 2012, Rick was honored and humbled to be recognized as a 40 Under Forty Award recipient by Buffalo Business First.

Trinity Wealth Advisors is not owned or operated by Equitable Advisors or its affiliates. 

CFP® and CERTIFIED FINANCIAL PLANNER™ professional 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

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Trinity Wealth Advisors is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 716 626-2557
Fax 716 631-4764
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