Jacob Campbell, Modern Woodmen of America

Jacob Campbell, Modern Woodmen of America I help individuals, businesses, and families plan for a secure financial future. We secure futures with financial guidance and products.

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the Southern California community plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an

affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at:
B: (714) 325-7355
[email protected]
Visit my webpage: https://reps.modernwoodmen.org/jcampbell/

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

What's included on your vacation budget? Your ideal spending plan will include food, souvenirs and travel costs, plus a ...
06/10/2026

What's included on your vacation budget?

Your ideal spending plan will include food, souvenirs and travel costs, plus a little tucked away for emergencies.

Looking for hands-on help with your budget? Let's meet!

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances fun...
06/03/2026

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances function smoothly and withstand economic challenges over time.

Looking for tips on how to improve your financial fitness? Let's meet!

Graduating college this month? Here are four money tips to keep in mind before starting your first full-time job. Psst ...
05/27/2026

Graduating college this month? Here are four money tips to keep in mind before starting your first full-time job.

Psst ... don't stress. I'm here to help with any questions!

Trees are a lot like retirement accounts. After the initial planting, they need love and attention. After planting a see...
05/20/2026

Trees are a lot like retirement accounts. After the initial planting, they need love and attention.

After planting a seed for retirement, it's vital to keep watering it. Let's meet to see if your retirement is growing as expected.

New adult money tip: Lifestyle creep is real. As your income goes up, it’s easy for spending to rise with it – often wit...
05/13/2026

New adult money tip: Lifestyle creep is real.

As your income goes up, it’s easy for spending to rise with it – often without noticing. You can help combat it by keeping a baseline budget and saving part of every raise to keep your money working for you.

Let's meet to discuss how I can help you reach your goals.

Motherhood is built on love, strength and putting others first. Planning ahead is a way to show that love – today and to...
05/06/2026

Motherhood is built on love, strength and putting others first. Planning ahead is a way to show that love – today and tomorrow.

Moms, if you've ever wondered whether your family is financially protected the way you intended, let's meet.

Spring isn’t just for cleaning closets – it’s the perfect time to tidy up your financial wellness, too.Just like clutter...
04/29/2026

Spring isn’t just for cleaning closets – it’s the perfect time to tidy up your financial wellness, too.

Just like clutter around the house can weigh you down, financial stress can do the same, and it doesn’t just impact you. It can affect your family’s overall health, emotional well‑being and even relationships.

With a little organization and the right tools, you can lighten that load and help create a healthier, happier home. Ready to start your financial spring refresh? Let's talk.

https://www.modernwoodmen.org/resource-hub/financial-wellness/financial-stress-family-health/?utm_source=facebook&utm_medium=729210&utm_campaign=3189725

Starting early can mean lower costs and added peace of mind – especially if others rely on you financially.
04/22/2026

Starting early can mean lower costs and added peace of mind – especially if others rely on you financially.

A thriving retirement takes the same care as a well‑tended garden.Here are a few simple ways to help your savings bloom....
04/15/2026

A thriving retirement takes the same care as a well‑tended garden.

Here are a few simple ways to help your savings bloom.
· Plant early: Even small contributions grow with time.
· Fertilize regularly: Increase your contributions a little each year.
· Pull the weeds: Reduce unnecessary expenses and redirect that money into savings.

Meet with me to get started. Your future self will thank you for the harvest.

It’s Financial Literacy Month, so here’s a super simple question for you – what’s one money move you want to make this m...
04/08/2026

It’s Financial Literacy Month, so here’s a super simple question for you – what’s one money move you want to make this month?

Pick one:
1. Save a little more.
2. Review my budget.
3. Cut one unnecessary expense.
4. Learn something new about finances.

Drop the number in the comments!

Address

3350 E Shelby Street, Suite 330
Ontario, CA
91764

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 4pm

Telephone

+17143257355

Website

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