Biography
Victor Campos, CPA joined Lido in 2023. As a member of the Advanced Wealth Planning Team, his focus is to create financial plans that exemplify the firm’s holistic view to Financial Planning. His experience as a Servicing Advisor has given him valuable insight on financial topics such as Social Security, Taxes, and Proper Investment Allocation, to name a few. Victor is passionate about using the knowledge he has acquired to bring value to those he helps. This passion stems from his desire to be the financial resource that his first-generation immigrant family didn’t have until his adulthood.
Victor graduated from San Diego State University with a B.S. & M.S. in Accounting with an emphasis on financial reporting. He continued to expand his knowledge by acquiring his Certified Public Accountant certification in the state of California. Victor holds his Series 65. He is also a member of the Financial Planning Association, and he has volunteered as an Advanced Tax Preparer for the Connecticut Volunteer Income Tax Assistance program.
Victor has recently moved back to his hometown of San Diego after living in Connecticut while his wife attended Yale University. His favorite past times include spending time with his family and friends, finding places with delicious food, and staying active through attending the gym and going on hikes.
*Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
