Brunch N’ Learn: How to Improve your Financial Health

Improving your financial health: this topic is real and relevant for everyone regardless of whether you are single, married, partnered, business owner, etc. – this will be an interactive discussion on best practices (or a starting point) for tackling debt management and budgeting.  Please come with your questions!

Dan Campos is the founder of Campos Financial Group, an independent wealth advisory practice that provides clients with the financial planning and investment management services they require and deserve. 

Offering institutional level investment management and comprehensive financial planning to individuals, families, small-businesses, and non-profits. 

Dan started his own firm after spending years working at corporate firms such as Morgan Stanley and UBS.  He is a member of the Frederick Chamber and serves many individuals and families in Frederick County.

Come meet him & bring your questions for our casual lunch n' learn :)