ERIN CAMPBELL, CPA/PFS, CFP®

Erin is a founder and principal of Beacon Financial Strategies Corp. and serves as the firm’s tax and financial planning coordinator. A native of Sanford, North Carolina, she attended UNC Chapel Hill where she received her degree in Business Administration. Erin is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ practitioner. Erin also holds the Personal Financial Specialist (PFS) designation from the AICPA, which is given to CPAs who specialize in the area of personal financial planning.

Erin works with clients in the areas of tax and overall financial planning. Erin’s specific areas of expertise are stock option planning and tax minimization strategies for executives and retirees, as well as, helping clients make tax-optimized withdrawal decisions.

Erin is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants. She is the former chair of the NCACPA Young CPA Cabinet and previously served on the Financial Literacy Council. In her free time, she enjoys reading, traveling, and spending time with her husband and daughters.

Learn more about Erin in our Finance in a Flash podcast, Getting to Know Beacon’s Team: Erin Campbell.