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Meet The Team

Neal Campagna

Neal Campagna

  • Paraplanner & Financial Consultant

Neal Campagna

Neal Campagna joined Karr Barth Associates in 2011 after graduating from Penn State University with a B.S. degree in Finance. Working primarily with individuals and their families, Neal guides clients through a goal-based planning process, building a focused strategy with quantifiable objectives and deadlines. His areas of focus include retirement & investment planning, life & disability insurance, long term care planning & college savings.

Within KBA Private Client Group, Neal provides a support role as a Paraplanner.  He holds Series 7, Series 63, and Series 65 FINRA registrations through Equitable Advisors, LLS, along with being Life & Health insurance licensed. His software expertise includes Asset-Map, InsGift, eMoney, Morningstar, and Microsoft Excel. These tools, along with a decade of experience as a financial consultant enable Neal to be an essential resource to the team.

Neal lives in Bordentown, NJ with his girlfriend Natalie. In his free time, Neal enjoys beach weekends with family, golfing & attending EDM shows & festivals.

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  • ADDRESS
  • 1 Belmont Ave, Suite 1000
    Bala Cynwyd, PA 19004

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Karr Barth Associates, Private Client Group Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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