Abunda Financial, LLC

Abunda Financial, LLC is a private, independent financial services firm established in 2007 by Janet L. Campbell. The firm specializes in offering investment and personal financial advisory services under a fee-only compensation arrangement. Clients include senior corporate executives, entrepreneurs, non-profit entities, and individuals with substantial portfolios. Abunda Financial provides both discretionary and non-discretionary advisory services for equity and fixed income portfolios, as well as financial, retirement, and tax planning services. The firm's investment philosophy focuses on maintaining a long-term horizon and maximizing total return while managing risk. Clients have the option to engage in limited discretionary investment management services. The firm's fee structure includes flat fee retainer arrangements and discretionary management fees based on a percentage of assets. Abunda Financial actively seeks to avoid conflicts of interest and does not accept commissions or recommend funds with 12b-1 fees. The firm's principal owner, Janet L. Campbell, holds certifications as a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Enrolled Agent (EA). Abunda Financial emphasizes ethical conduct, client confidentiality, and information security. The firm has a Business Continuity Plan in place and maintains an information security program to safeguard client data. Janet Campbell also provides tax return preparation services and occasionally serves as an instructor in personal finance courses. The firm has no disciplinary events to disclose and operates under the supervision of Janet Campbell, who is the Chief Compliance Officer.