OUR TEAM

 
 

Daniel Campbell, CFP®

President

Daniel, the visionary behind Perfected Wealth Management, launched the firm in 2015 with a clear objective: to provide exceptional wealth management services to clients. Through a unique business model driven by client and partner referrals, Daniel has attracted a diverse clientele and substantial investments. His expertise lies in understanding his client’s unique needs, crafting retirement plans, forecasting future cash flow, executing succession strategies, and safeguarding assets.

Beyond his professional endeavors, Daniel hails from Huntington Beach, CA, where he excelled in basketball at Mater Dei High School before earning a business degree from Biola University. A former professional basketball player, Daniel now finds joy in family time with his wife, Corina, and two daughters. Ordained as an Associate Elder in 2023, Daniel provides spiritual guidance within his church community. Residing in Irvine, CA, he enjoys weekends filled with family gatherings and leisure activities like golf and surfing.

 
 

Timothy G. Redmond, CFP®

Executive Business Partner

Tim brings over three decades of experience to his role, where he passionately assists individuals in planning and achieving their financial aspirations. Specializing in retirement plans, investment management, and small business succession planning, Tim has guided numerous clients towards financial success. His dedication extends beyond the office, as he actively volunteers with Special Olympics Southern California and serves on the board of Novo Mission, Inc., where he contributes to global Gospel movements.

Outside of his professional and philanthropic endeavors, Tim finds joy in spending time with his wife of over 30 years, Cathy, and their large, loving family, which includes six children and six grandchildren. Amidst the demands of his career, Tim nurtures his passions for gardening, particularly in his expansive rose garden, indulges in the exhilaration of cycling, and satisfies his need for speed through his love of auto racing.

 
 

Jonathan Whitmore

Financial Paraplanner (CFP® Preliminary)

Jonathan joined Perfected Wealth Management in early 2023 as a Financial Paraplanner. He has been an incredible addition to the PWM team, recently earning his CFP®! In his own words, finding PWM was a “God Thing”. Armed with a degree in Architectural Engineering from Cal Poly SLO, he exhibits a strong grasp of numbers, coupled with a deep care and genuine love for people. He spent 19 years in college ministry, successfully leading teams within the organizations he worked for.

Jonathan has always harbored a passion for wise investing. He is exceptionally detail-oriented, systems-driven, and possesses a unique ability to solve and simplify complex situations - attributes crucial in Financial Planning. Currently, he is immersed in "Managing Retirement Plans to Meet Today’s Challenges" and frequently tunes into podcasts such as Kitces and Carl. This underscores his real-time commitment to remaining sharp and relevant in all facets of Wealth Management.

 
 

Elsie Njuguna

Director of Client Service

Elsie plays a vital role within Perfected Wealth Management. She is Daniel’s right hand as well as PWM’s Director of Client Service. Elsie grew up in Nairobi, Kenya, where she was raised by entrepreneurial parents. Her love for business and entrepreneurship influenced her collegiate studies, where she double majored in Finance and Accounting from Strathmore University.

Elsie began her career in Finance in 2011 with Bank of America, and then transitioned to Wealth Management in 2014. In 2015, she played a crucial role in launching Perfected Wealth Management - a defining moment for her career. At the heart of her current position is a sincere care for PWM’s clients, understanding that this care underpins the success of PWM. She is also an incredible teammate who is very dependable, works diligently, and consistently goes above and beyond.

 
 

Joel Aragon

Operations Manager

Joel is an integral part of the Perfected Wealth Management team. He joined PWM after a successful decade with Newcastle Financial Advisors, bringing a wealth of experience, expertise, and warmth to his role, brightening our offices with positivity. Joel meticulously handles all business operations, demonstrating extreme care, attention to detail, and a deliberate focus on ensuring that PWM’s clients' financial journeys are as smooth and rewarding as possible.

In his role, Joel works closely with both Daniel and Tim to oversee the client onboarding process and experience, including ongoing client transaction requests. Additionally, he serves as the lead liaison for all office personnel and business operations. Joel consistently provides exceptional customer service and works diligently to build meaningful connections with clients and colleagues.

 
 

Selah Berkeley

Client Service Associate / Executive Assistant

Selah assists within Perfected Wealth Management as a Client Service Associate and an Executive Assistant to Tim. She joined the PWM team in 2024 to help cultivate a welcoming and professional atmosphere for clients while ensuring smooth office operations. She earned a BA in Studio Art at California State University, Long Beach and has worked as an Illustrator with numerous creative professionals.

With a background in the creative industry and an eye for detail, Selah values thoughtfulness and loves to go above and beyond to serve others and bring joy to the mundane of life. In her role, she maintains organized systems and manages client services so that all financial experiences with PWM are efficient and reliable for each client.

 
 

Martha Campbell

Medicare Specialist

Martha's professional journey reflects her commitment to service and continuous growth. With a degree in Business Management from Cal Poly University, Pomona, she dedicated 27 years to Orange County Government, excelling in leadership roles within Information Technology Project Management, Training, and Leadership Development. Following early retirement, Martha found her niche as the Medicare Specialist at Perfected Wealth Management, leveraging her passion for helping others to guide clients through the complexities of Medicare insurance.

Outside of work, Martha resides in Orange, embracing an active lifestyle filled with hiking, golf, and travel. She also finds solace in music, particularly playing the piano. Recently, Martha has cherished moments with her granddaughter, Mykah, adding joy to her life and enriching her journey further.

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