Periscope Wealth Advisors - San Luis Obispo, California

Sandy H.

I attended the first session and then was unable to attend the second session; however, they allowed me to start over and I'm so glad I did!

Kevin has a great personality and is easy to listen to - he speaks at a level I can understand; however, he clearly is financially knowledgeable. He explained things in a way that makes sense. I find that many things I have to deal with as a senior (Social Security, Medicare, taxes, financial investments, etc.) just become more and more complicated and difficult to understand as I get older.

I am very grateful to have been able to attend the two "Master Class" Retirement sessions - it was time well spent. And the two books, Successful Retirement Strategies," (a separate part of the program) are a great supplement to what he taught us. Plus they provide a good review of what was taught and has given me a greater understanding of the retirement world in terms of investing, taxes, and disbursement of retirement funds. So much to know and learn; but with Kevin guiding us, it seems doable after all!

Some of the best money and time I have ever invested! Thank you Kevin along with your excellent staff for investing time in us!

~ Sandy

Kelly H.

Kevin was very helpful in explaining what I had and the options for maximizing my retirement! During the retirement class he broke down the financial “language” into terms that were understandable! I appreciated he wasn’t trying to sell me a product. During our consultation he looked at what I had and gave solid advice and suggestions! Thank you! I highly recommend him!

Thelen B.

I recently took a retirement strategies masterclass from Periscope Wealth Advisors given by Kevin Campbell. This class was not a sales pitch but a genuine educational class focused on providing helpful information on financial planning, savings and tax strategies for retirement. Kevin is a fudiciary who is very knowledgable, kind, and genuine in wanting to help people reach their financial goals. I highly recommend taking this class and contacting Kevin for a free consultation in how he may help you with comprehensive investment and retirement strategies that include risk management, long term care, and legacy and estate planning. I found my consultation with Kevin and the answers to my questions invaluable. I highly recommend Kevin and his firm!

David K.

THe retirement class was excellent! I took it with my wife who was the primary student as she needed to get up to speed on retirement financial plans...but I also learned a great deal and I have been retire for many years. Highly recommend and Kevins material is clear, useful....and he is a very good speaker/teacher!

Estela B.

I just want to give a shoutout to Kevin Campbell, CFP with Periscope Wealth Advisors.
I am a health care worker with limited knowledge about investing. Kevin gave me common sense advise. His masterclasses are invaluable.
Kevin is conscientious, reliable, credible and genuine!

Ron M.

The retirement masterclass which was hosted by Kevin at Periscope Wealth Advisors was very informative providing a lot of information to think about for retirement planning going forward.

Donna D.

Very informative! First I thought it might just be for those who have a large retirement fund, but anyone can benefit from it. I wish I would’ve have taken it 20 years ago!

Lauren C.

Great class for Retirement, Investment, and Tax Strategy, highly recommended!