Brian Campagna*
Phone: 503-352-0618 ext 216 Brian was born and raised in Lake Oswego. He received his degree in Finance and a minor in Economics from the Lundquist College of Business at the University of Oregon. He took advantage of studying business abroad in Australia and traveled to Central America. He returned to reside in Lake Oswego because of his love for the northwest and the unique culture of Portland. Brian is a Financial Advisor with Pacific Capital Resource Group, Inc. and is building his practice within the community that he knows and loves. Brian enjoys being in the sun and doing outdoor activities, such as kiteboarding, surfing and snowboarding. Pacific Capital Resource Group, Inc. is a relationship-based financial firm known for quality advice and superior service. Dedicated to the highest ethical standards, Pacific Capital provides financial and insurance services. We help with our client’s security, independence and focus on building long-term relationships founded on a mutual trust and respect. Brian is working with individuals and local businesses, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management, asset allocation, and executive planning. He meets with his clients to review their current financial situation and discusses long and short-term objectives. He then analyzes the information, determines which strategies will work for their situation, and tailors a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.Securities and investment advisory services offered exclusively through HTK. Licenses and Certifications
Areas of Focus
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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