Shawn Campas

Current Employers

Employment History

• 03/2012 → Present
  Stark Miller Fbg Aka Bamco Financial
  Oakland, CA
• 04/2014 → 01/2024
  Woodbury Financial Services, Inc
  Oakland, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Novato, CA

Previous Registrations

• 2014-09-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Lafayette, CA
  Napa, CA
  Napa, CA
  Novato, CA

Other Businesses

1) SHAWN CAMPAS; POS:FINANCIAL ADVISOR/AGENT; NAT.: SOLE PROPRIETOR FOR SOME INS. BUS.; INVEST. REL.: YES; # OF HRS: 5; SEC. TRADING HRS.: 3; START DATE: 8/10/15; ADDR.: 1970 BROADWAY STE 1070, OAKLAND CA 94612; DESC.: I RUN ILLUSTRATIONS AND SELL SOME LIFE INS. TO MY CLIENTS DEPENDING ON THEIR NEEDS AND OR WHAT THEY WANT TO HAVE FOR INS. 2)NEW ASPECT FINANCIAL SERVICES, LLC POS: Financial AdvisorNAT:Sole Proprietorship for bus.&S corp.DBA is LLC but simply name. INVEST RELATED: Yes #HRS:5 SECURITIES TRADING HS:5 START DATE:04/10/2017.ADDR:1500 Grant Ave,#314,Novato CA 94945.DESCRIPTION: As a service to clients,I offer insurance products when financial plan can be improved. I offer clients independent&unbiased product research to match appropriate products with their goals. I may sell&service insurance products if they choose to work with me.This activity includes Group Benefits, Health insurance,&group benefits support to companies. 3) ROTARY CLUB OF NOVATO ENDOWMENT BOARD POS: Participant/ BM NAT.: Rotary Club and Cmty. service.https://novatorotary.org/.Am a member of Rotary club and asked to help on endowment board. The Nat. of the Bus. is I volunteer to help board decide on projects to fund or help our cmty.. INVEST. REL.: No No. OF HRS.: 2 SEC. TRADING HRS.: 0 START DATE: 06/01/22 ADDR.: 1800 Ignacio Blvd, Bldg. 19, Novato CA 94949 DESC.: Help board decide on volunteer projects to promote or participate in. Provide opinion on ways to better our cmty. and world. There is an outside RIA firm that manages the money of the club. I don't manage the money, provide any advice, or solicit donations. I simply help the board by providing feedback on the best ways to use the club's resources and manpower/women power. 4) SHAWN CAMPAS, CFP POS.: Financial Advisor/ Broker NAT.: Sole Proprietor for minimal ins. Rel. Bus. 95% or more of my time is dedicated to financial planning, invest. advisory, fiduciary svcs., but a small portion of my Bus. may include consulting on ins. or risk management where I may help a client implement a strategy. INVEST. REL.: Yes NO. OF HRS.: 2 SEC. TRADING HRS.: 2 START DATE: 08/10/15 ADDR.: 1500 Grant Ave, #314, Novato, CA 94945 DESC.: Educating clients on LTC costs, benefits, and ins. options. We also help clients plan for estate tax or family protection strategies based on their needs. 5) CAMPAS LEGACY PLANNING, INC. POS.: Owner/ CEO NAT.: S Corp. INVEST. REL.: Yes NO. OF HRS.: 5 SEC. TRADING HRS.: 0 START DATE: 09/01/20 ADDR.: 1500 Grant Ave. #314, Novato CA 94945 DESC.: I am the owner of Campas Legacy Planning, Inc and this is my S Corp. I do bookkeeping, payroll, benefits, and admin. work for my S Corp. Please note: I am an Employee of the S Corp and Matt Abramo is as well. 6) TWIN STATES PROPERTY GROUP LLC POS.: Partner/ Member NAT.: This is private investing. We don't publicize or talk about this publicly. This is strictly for my own internal wealth Bldg.. This entity is a multi-member LLC that will be used to purchase real estate properties. There will be a total of two members within this company, including myself and Matt Abramo (with Osaic/ our firm New Aspect), both looking to purchase real estate together. No clients or outside parties will take part in the invest. activities. This is for our personal wealth and real estate interests. INVEST. REL.: Yes NO. OF HRS.: 2 SEC. TRADING HRS.: 0 START DATE: 01/08/25 ADDR: 355 W Martin Luther King Jr. Blvd, Charlotte NC 28202 DESC.: Minimal Due diligence of real estate in NC, I will invest money and help make high level Bus. decisions. I am investing in passive real estate income/wealth. 7) SHAWN CAMPAS POS.: Partner NAT.: S Corp. INVEST. REL.: Yes NO. OF HRS.: 2 SEC. TRADING HRS.: 0 START DATE: 04/01/25 ADDR.: 1500 Grant Ave, #314, Novato CA 94945 DESC.: Help oversee few employees, Present too few clients per year, become licensed and appointed for group benefits and health. Sell and service group benefits, health, life disabilities policies.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-06

Designations

Other Names

• Shawn Campas
• Shawn Michael Ernest Campas