THE 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 earning a scholarship to Biola University where he majored in Business. A fun fact, Daniel played a year of professional basketball in Germany. 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.
Leah Belfiore, MBA
Executive Business Partner
Before joining PWM, Leah had a distinguished career in media, analytics, and sales management with industry giants Anheuser-Busch, Coca-Cola, and Pepsi. After earning her MBA at UCLA, she transitioned to finance, starting as a marketing director for LendingTree’s mortgage division. She later joined Great Pacific Securities, specializing in fixed-income investments for institutional investors, including money managers and municipal clients nationwide. After 14 years in this exciting field, Leah decided to pursue a more personal and meaningful path, helping individuals develop and maintain financial plans to achieve their goals.
Leah met Daniel Campbell over a decade ago at Merrill Lynch and became one of PWM’s founding clients, impressed by the team’s knowledge, integrity, and personalized approach. Joining the PWM team in 2025 was a natural decision. She holds an MBA, Series 7, 63, and 65 securities licenses, and is working toward her insurance licenses and CFP designation. Leah and her husband David have been married for 30 years and raised two sons, who are now in college on the east coast. She enjoys entertaining, golf, travel, and healthy living, and supports charities such as the Pediatric Cancer Research Foundation, the Back Bay Therapeutic Riding Club, and Catholic Charities.
Jonathan Whitmore, CFP®
Financial Paraplanner
Jonathan joined Perfected Wealth Management in early 2023. 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.
Rachel McClain
Client Service Associate
Rachel McClain is a seasoned Client Service Associate at Perfected Wealth Management, bringing over 20 years of financial services experience to her role. A native of Orange County, California, she holds a bachelor’s degree in Business Finance from California State University, Long Beach. Throughout her career, Rachel has held various positions in banking and accounting, including serving as a Trust Associate in Wells Fargo Bank’s Trust Department. This experience has given her a deep understanding of financial services, wealth management, and client relations, allowing her to provide exceptional support to clients navigating the complexities of financial planning.
Beyond her professional expertise, Rachel is a dedicated member of her community and a proud Long Beach resident. She lives with her husband and their three school-aged children, actively participating in their sports activities, including soccer, golf, and surfing. Whether cheering from the sidelines or spending time at the beach, she values family time and enjoys cooking meals together. Rachel’s extensive experience, combined with her commitment to both family and community, makes her an invaluable asset to her clients and colleagues at Perfected Wealth Management.
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 a designer and 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 earned her CA Life and Health Insurance license and found that her passion to help others is a great fit for assisting clients in navigating the Medicare insurance world. Martha Campbell is not affiliated with Osaic Wealth.
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