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Welcome to
Personal Portfolio Management
Personal Portfolio Management (www.personalportfoliomanagement.com) is an independent registered Investment Advisor serving individuals, businesses, retirement plans, non profit organizations, trusts and foundations. PPM was founded in 1985 by Donald J. Campagna, who brings his perspective to the investment planning process. His credentials include a blend of valuable experience and the specialized knowledge required of a Certified Public Accountant, a Certified Financial Planner and a Registered Securities Representative. PPM believes that clients deserve exceptional service and personal attention. This philosophy drives the planning process. The process begins with a meeting that allows us to gain an in-depth understanding of your individual needs and personal financial preferences. Utilizing our experience and resources, we design a Personal Financial Plan to assist you in accomplishing your overall financial goals. This personalized, thorough analysis sets PPM apart from other financial advisors.
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