At Creations Financial, we place our client’s best interest first and have done so for over three decades.
Daniel James Campbell
VICE-PRESIDENT OF SALES
Daniel James Campbell serves as the Vice President of Sales. He meets with prospective and existing clients that are on the Central Coast.
Helping people to protect their retirement assets is what Daniel is most passionate about. He enjoys how relieved and happy clients are when the market drops and they find out they haven’t lost a single penny.
Daniel began working for his Grandpa when he was only a 14-year-old boy. He then worked in several different industries, such as security, and office administration, but ultimately, he discovered his passion was working in the family business – Creations Financial and Insurance Services.
Daniel started with Creations Financial and Insurance Services helping with client events and worked his way up in the family business. He now oversees the success of the Santa Maria office and is a licensed financial professional. With his joy of helping people, assuming the role of Vice President of Sales felt natural.
Known for being loyal and creative, he and his wife love community service and giving back. This explains why they are proud members of the Lions Club International. As Vice President of Sales, he feels grateful that he is in a position that allows him to give back to people in a way that is indescribable. Reach out to Daniel.
Cassiopeia Campbell is our appointment setter, here at Creations Financial. She handles tasks such as booking workshops, setting follow-up appointments with existing clients, and other booking and scheduling-related responsibilities. Cassiopeia joined Creations Financial because she enjoys meeting new people. She believes that it’s a company run by people who genuinely care about clients and making sure they’re financially secure. Cassiopeia can be found spending quality time with her family when not working. She lives in Santa Maria, California. Cassi is also a notery.