About Us
Meet the Creations Coastal Team
The team at Creations Coastal is ready to help you prepare for your retirement.
Leadership
Daniel James Campbell
President of Creations Coastal
Daniel began working for his Grandpa when he was 14 years old. He then worked in several different industries, such as retail, construction, and office administration, but ultimately, he discovered his passion was working in the family business – Creations Financial and Insurance Services.
Daniel started with Creations Financial and Insurance Services helping with client events and worked his way up in the family business. He now oversees the success of the Central Coast offices and is a licensed financial professional. With his joy of helping people, leading the Creations Coastal team provides him the most rewarding career.
Known for being loyal and creative, he and his wife love community service and giving back. This explains why they are proud members of the Lions Club International, Sleep in Heavenly Peace, Ear of the Lion, and much more. As the leader of Creations Coastal, he feels grateful that he is in a position that allows him to give back to people in a way that is indescribable.
Leadership
Cassiopeia Campbell
Client Support of Creations Coastal
Cassiopeia Campbell is our Client Support Specialist, here at Creations Coastal. She handles tasks such as booking workshops, setting follow-up appointments with existing clients, and making sure all clients are properly supported from the start.
Cassiopeia joined Creations Coastal because she enjoys meeting new people. She believes that Creations Coastal is a company run by people who genuinely care about clients and making sure they’re financially secure. Cassiopeia can be found spending quality time with her family when not working. She lives in Santa Maria, California. Cassiopeia is also a licensed notary.
Ronan Campbell
Administrative Assistant
Ronan joined the team in 2023 as the 4th generation Campbell in the business. His duties in office include shredding documents, preparing folders for events, and resetting the office. He is currently in high school and when he isn’t at school or working Ronan enjoys playing video games, working out and volunteering with Sleep in Heavenly Peace and the Lions Club.
A Family Business for 4 Generations
There are currently 4 generations of Campbell’s serving over half of California.
Come meet us at a workshop!
Join us for a no cost – no obligation workshop where you will enjoy a steak dinner and take part in a fun and engaging retirement planning workshop.