A Pennsylvania native, Camille Lombardo joined Pinnacle in 2018 as a Wealth Manager. She has over 19 years of experience as a financial planning professional.
Camille previously served financial planning customers at Tyler Wealth Counselors, a mid-size financial planning firm in the Philadelphia suburbs. She later joined Creekside Advisors, Inc., an independent Registered Investment Advisory firm in Media, PA. In both capacities, she was responsible for financial plan development and presentation to clients. She also managed all the daily aspects of client services.
She started her career as a Registered Nurse working in the critical care unit at Hershey Medical Center, then later at Lankenau Health. Additionally, she spent 12 years as a Hospital Administrator at the prestigious Riddle Hospital and the nationally recognized Franciscan Health System. She earned a Bachelor’s degree from Penn State, an MBA from Temple University, and a CFP® from College for Financial Planning in Denver.
How Did You Get into Financial Services?
When I decided to make a career change in the late 90s, my father encouraged me to pursue the financial services industry. I was intrigued with the positive impact the financial planning process had in helping clients achieve their goals and objectives.
What Makes a Good Financial Planner?
I feel a Financial Planner needs to listen carefully to the issues and concerns of clients. Their questions need to be answered in an objective and thoughtful manner. Being able to assist in solving problems and empowering clients to make sound financial decisions is extremely rewarding.
What Do You Do for Fun?
I enjoy spending time with my daughter with her numerous school activities. I love playing golf, bowling, and attending gym classes and activities.