As seen in
Rhode Island Five Star award winners
Left to right: MacKenzie Campbell, Intern; Eight-year winner Rick W. Campbell, MBA, ChFC®, BFA™, AIF®, President and CEO; Eight-year winner Mark Lavallee, MBA, CFP®, Vice President and Financial Consultant; Kerry Vasaturo, Executive Administrator; Kevin Pierro, CFP®, Financial Consultant; Melanie Wolfert, MBA, Operations Specialist; Jude Capalbo, MBA, Vice President and Chief Operating Officer
Financial Independence
2022 Five Star
Wealth Managers
Rick W. Campbell
9 Year Winner
Mark A. Lavallee
9 Year Winner
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Financial Independence
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PROFESSIONAL ACCOMPLISHMENTS

  • Chartered Financial Consultant - ChFC®
  • Behavioral Financial Advisor - BFA™


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Financial Independence is registered as an investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability. For information regarding our qualifications and business practices, please contact us for a copy of our Form ADV Disclosures.

All investment strategies have the potential for profit or loss. Past performance does not guarantee future investment success. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Asset allocation and rebalancing do not guarantee investment success.

Third-party recognition from rating services or publications does not guarantee future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. This recognition should not be construed as an endorsement of the advisor by any client. Generally, recognition is based on information prepared and submitted by the advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
This award was issued on December 1, 2021 by Five Star Professional (FSP) for the time period December 1, 2021 through November 30, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award winners may pay for marketing tools, including this advertisement. The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients? assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 648 Rhode Island-area wealth managers were considered for the award; 130 (20% of candidates) were named 2022 Five Star Wealth Managers. 2021: 624 considered, 151 winners; 2020: 614 considered, 132 winners; 2019: 568 considered, 131 winners; 2018: 545 considered, 131 winners; 2017: 476 considered, 189 winners; 2016: 495 considered, 173 winners; 2015: 637 considered, 194 winners; 2014: 677 considered, 204 winners; 2013: 553 considered, 185 winners; 2012: 287 considered, 111 winners.