Clint Campbell, CFA®, CFP®, CPWA®
Wealth management for professionals approaching retirement.
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Serving Clients Nationwide
Wealth management for professionals approaching retirement.
Areas of Focus
- Estate Planning
- Investment Management
- Retirement Income Planning
- Roth Conversion Strategies
- Tax-Efficient Planning
About Clint Campbell, CFA®, CFP®, CPWA®
Hi, I'm Clint Campbell, Founder and Wealth Advisor at L7 Wealth.I founded L7 Wealth after more than two decades in the industry, including roles at Charles Schwab, Capital One Investing, SageView Advisory Group.
I hold an MBA in finance and investments from Southern Methodist University and a Bachelor of Business Administration from Texas State University.
I earned the CFP® in 2006, the CFA® roughly a decade later, and the CPWA® around 2020, each pursued deliberately to serve a more advanced layer of client need as my practice grew.
I'm not interested in sitting still. Continuing to learn is part of how I stay useful to clients whose situations and needs are ever-evolving.
In 2025, I joined RFG Advisory and launched L7 Wealth, an independent, fiduciary practice built around my own name for the work: L7, a reference to the seventh level of financial freedom, "Abundant Wealth," from Grant Sabatier's Financial Freedom: A Proven Path to All the Money You Will Ever Need.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
- Chartered Financial Analyst (CFA)
Affiliations
-
CFA Institute
- Financial Planning Association
Primary Location
840 Crescent Centre Drive, Suite 600, Franklin, TN 37067
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary, no-obligation introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About L7 Wealth
At L7 Wealth, we partner with accomplished professionals approaching retirement to help them step into their next chapter on their own timeline.Located in Franklin, Tennessee—and serving clients remotely nationwide – L7 specializes in organizing the complex pieces of an established career into a single, cohesive financial plan. When years of hard work lead to assets scattered across multiple accounts and complicated equity compensation packages, we bring everything into focus so our clients can pick a retirement date with clarity.
The name L7 Wealth comes from Grant Sabatier’s book, "Financial Freedom: A Proven Path to All the Money You Will Ever Need," which outlines seven distinct stages of financial autonomy. Level 7 represents the summit: a life of abundance. It's not about hitting an arbitrary net worth or chasing a particular investment return; it is reaching the point where money is no longer a source of worry, freeing you to focus on the life and goals you have spent years deferring.
Wealth management works best when treated as an interconnected ecosystem rather than a standalone transaction. We coordinate day-to-day investment management, retirement income design, comprehensive tax planning, Social Security timing, and stock option and restricted stock unit (RSU) strategies into one unified direction. As a fiduciary through RFG Advisory, we are legally bound to act in our clients' best interests, providing objective advice at every stage of planning while minimizing conflicts of interest.
We operate on a transparent fee structure. To that end, we do not sell commission-based investment or insurance products, nor are we subjected to the arbitrary sales quotas common at larger firms.
To maintain the responsive, high-touch standard our clients deserve, we intentionally limit our practice to no more than 50 households. We typically partner with individuals and families holding at least $1 million in investable assets or earning an annual household income of $250,000 or more. By keeping our client base intentionally small, we ensure every family receives the deep, dedicated attention needed to delegate daily investment burdens, make confident decisions from a shared perspective, and truly enjoy the wealth they have built.
Advisory services are offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor. L7 Wealth and RFG Advisory are unaffiliated entities.
Education
Southern Methodist University, Master of Business Administration, Finance and Investments | Texas State University, Bachelor's Degree, Business Administration
Hobbies and Interests
- Cooking
- Family
- Fishing
- Gardening
- Grilling
- Hiking
- Outdoor Activities
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Physicians
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