Dan Campbell, CFA®
Senior Strategic Investment Advisor

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Dan is a Senior Strategic Investment Advisor bringing over a decade of investment management research and experience. He works closely with individuals and families to help them navigate the complexities of their financial lives through a comprehensive approach. Prior to joining Beacon Pointe through the acquisition of Waypoint Wealth Partners in 2025, Dan spent ten years at a national Registered Investment Advisor (RIA) firm, where he advised both individual clients and fellow financial advisors. His ability to simplify complex investment concepts into clear, actionable guidance reflects his dedication to delivering clarity and confidence to the clients he serves. Dan holds a Master of Science in Finance from Washington University in St. Louis, a Bachelor of Science in Economics from Truman State University, and is a CFA® Charterholder. Outside of the office, Dan enjoys spending time with his wife and three children in Colorado Springs. An outdoor enthusiast, he can often be found mountain biking, trail running, hiking, or camping, as well as cheering on his kids in their many activities.