Financial advisors and lenders · California

Financial advisors and lenders in Campbell, CA

116 financial advisors in Campbell with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Campbell list freeSee a sample
116
businesses
100%
have a phone number
30%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Campbell

Twelve of the 116 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Bay Area Solutions Finger prints, Live scanFinancial Service; Legal Service—Yes(408) •••-••••Available
Litherland, Kennedy & Associates, APC, Attorneys at LawMiscellaneous Store; Financial Service; Legal Service—Yes(408) •••-••••Available
Joyce W. Levy, Attorney at LawFinancial Service; Legal Service—Yes(877) •••-••••Available
Bankers Mortgage FundingLoans Agency—Yes(408) •••-••••Available
Cardan MortgageLoans Agency—Yes(408) •••-••••Available
Neil Khan at Guaranteed Rate AffinityFinancial Service; Legal Service—Yes(408) •••-••••Available
Glenn Lima at Guaranteed Rate Affinity - NMLS #271539Financial Service; Legal Service—Yes(408) •••-••••Available
Kal FinancialFinancial Service; Legal Service—Yes(408) •••-••••Available
Trinity Financial ServicesFinancial Planner—Yes(408) •••-••••Available
Mendez JesseLoans Agency—Yes(408) •••-••••Available
Loans By IreneLoans Agency—Yes(408) •••-••••Available
Coeus FinancialFinancial Service; Legal Service; Business Service—Yes(408) •••-••••Available

Showing 12 of 116. Data refreshed October 2026.

The market

What Campbell's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 116 have no rating yet — prime prospects for review and reputation services.
22 (19%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service44
  • Loans Agency26
  • Financial Planner21
  • Financial Service; Legal Service; Business Service9
  • Insurance Agency; Financial Service; Legal Service4
  • Financial Service3

Area codes

  • (408)105
  • (669)2
  • (650)2
  • (866)1
  • (818)1
  • (877)1
Playbook

How to sell to financial advisors in Campbell

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Campbell financial advisors leads

How many financial advisors and lenders in Campbell, CA are in the database?
116 financial advisors and lenders in Campbell, CA, as of October 2026. 116 of them have a phone number and 35 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Campbell list of 116 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

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Other businesses in Campbell

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Campbell →

Start calling Campbell financial advisors today

25 free credits, no card. Search "financial advisors in Campbell" and unlock your first 25 contacts.

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