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.
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