Editor’s Note: Matthew Chicoine interviewed Dan Campos, founder of Campos Financial Group, via email in August 2025. Some of the questions/answers have been rearranged, edited, and paraphrased to provide the best reader experience without losing any integrity of the answers given.
How has your Catholic faith influenced the way you approach financial planning and advising clients?
My Catholic faith shapes everything I do, including the way I serve my clients. I see financial planning not just as numbers and investments, but as part of a person’s vocation—how they provide for their family, serve their community, and live out their values. I am also blessed with the flexibility of my schedule to attend daily Mass most days, which keeps me grounded and reminds me that all the work I do is ultimately in service of God. Faith reminds me that money is a tool, not an end in itself. My role is to help clients be wise stewards of what has been entrusted to them, while never losing sight of eternal priorities.
The Church often speaks about stewardship of our time, talent, and treasure. How do you see financial planning as a form of stewardship in Catholic life?
Financial planning is stewardship in action. The decisions we make about saving, spending, and giving all reflect how we respond to God’s gifts. By planning carefully, Catholics can provide for their families, support the Church’s mission, and create a legacy of generosity. Good stewardship isn’t about having the biggest balance sheet—it’s about being intentional, prayerful, and responsible with what we’ve been given.
Many Catholic families want to be generous but also feel pressure with rising costs of living, education, and retirement. What advice do you give families trying to balance providing for their loved ones while also giving back to the Church and community?
I remind families that generosity doesn’t have to come after “everything else is taken care of”—it should be part of the plan from the beginning. Start small if needed, but make giving consistent. At the same time, I encourage them to look at education, retirement, and healthcare not as competing priorities but as areas where good planning creates freedom. When a family is financially stable, they’re able to give more joyfully and with less stress.
Do you work with clients who want to align their investments with their Catholic values, such as socially responsible or faith-consistent investing?
Yes. In fact, it’s become an important part of my practice. Many Catholics don’t realize they can pursue competitive returns without compromising their values. Through institutional partners like SEI, I can help clients screen investments to avoid companies that go against Catholic teaching, while still pursuing sound financial growth. Aligning investments with faith brings peace of mind, knowing your money is working in harmony with your beliefs.
You’re involved in several non-profits and Catholic organizations. How does this community service connect with your mission at Campos Financial Group?
My community work flows naturally from my mission as an advisor. Serving on boards, volunteering, or supporting great organizations allows me to give back in a hands-on way, not just financially. It also keeps me grounded in what matters most—faith, family, and service. I see my work with clients as part of the same mission: helping people live generously and with purpose.
For Catholics who may feel overwhelmed or even intimidated by finances, what are three simple first steps they can take today toward better financial health?
Create a simple budget—know what’s coming in and what’s going out. Clarity is the first step toward peace of mind.
Build an emergency fund—even a small safety net can reduce anxiety and prevent financial crises.
Make giving intentional—set aside a portion for causes you care about, no matter the amount. It helps shift the mindset from fear to trust in God’s providence.
In Catholic teaching we look toward eternity while also living responsibly in the present. How do you encourage clients to plan for their earthly future while keeping an eternal perspective?
I encourage my faith-based clients to remember that wealth is temporary, but the way we use it has eternal significance. Planning for retirement, college, and healthcare is important, but I also ask: What legacy do you want to leave? How can your resources bless others and glorify God? By keeping eternity in view, financial planning becomes less about accumulation and more about vocation—living faithfully today while preparing wisely for tomorrow.
Securities and investment advisory offered through Osaic Wealth, Inc., Member FINRA/SIPC. Campos Financial Group and Osaic Wealth are separate entities. Other products or services referenced here by Campos Financial Group are independent of Osaic Wealth.
