Alison Campbell MBA, MA, CFT™

Life Strategist

I began my career in marketing and product management working for large, brand name companies including Mattel, Guthy-Renker, Intuit, and Beachbody. When I became a mother, the sheer difficulty of balancing home life with my corporate responsibilities forced the question of what I really wanted to do in my career. I wanted something that felt more rewarding and that gave me the opportunity to share my unique gifts in the world in a way that would make a tangible difference in people’s lives.

I found my way to a masters program in spiritual psychology and was forever changed. The skills I learned showed me the way to experience more inner peace, balance, and wholeness and pursue my goals with more ease and grace. What I learned was so valuable for me that I knew immediately how much meaning and fulfillment I would derive from supporting others in their life journeys.

So now I work as a coach, blending my linear, get-the-job-done sensibilities, with a more elevated and intuitive approach to understanding the deeper themes behind the variety of experiences my clients describe.

I help clients with a full range of issues and goals in their lives. I typically work with clients who are facing difficult career or life decisions and need assistance to better align their life with their values and priorities. We work together to articulate personal goals and I support my clients by helping them flesh out action plans and holding them accountable. Along the way, I point out the mental and emotional blocks I am observing.

My educational background includes an undergraduate degree from the University of Pennsylvania, an M.B.A. from UCLA Anderson, and a master’s degree in spiritual psychology from the University of Santa Monica.

The Five Oceans Team

Chris Girbés

Chris Girbés, CFP®

Co-founder, Advisor, Chairman

Chris works with founders who have built significant wealth and need a partner who understands both the financial complexity and the personal questions that come with it.

Marc Campbell

Marc Campbell, CFP®

Co-Founder, Advisor, CEO

Marc advises senior executives navigating layered compensation structures, helping them build a coordinated strategy around equity, deferred income, and long-term wealth.

Trisa Summers

Trisa Summers, CFP®

President, Partner

Trisa brings a strategic, big-picture vision grounded in deep industry experience to help guide a firm where purpose, culture, and exceptional client experience drive every decision.

Philip Moser

Philip Moser, CFP®

Advisor

Philip brings CFP® expertise and a genuine belief that financial planning should help people live deeper, more meaningful lives — and when he's not working toward that with clients, he's coaching youth sports or cheering on the Memphis Grizzlies.

Leslie Mallman

Leslie Mallman, CFP®

Advisor

Leslie brings over two decades of financial advising experience and a decade of personal healing work to help clients navigate both the practical and emotional dimensions of building a life around what matters most.

Alison Campbell MBA, MA, CFT™

Alison Campbell MBA, MA, CFT™

Life Strategist

Ali guides clients through the deeper work around money, values, and relationships to help them gain insight they can direct into intentional action toward living with greater clarity, purpose, and lasting fulfillment.

Spencer Rand

Spencer Rand, CFA®

CCO, Director of Operations, Partner

Spencer brings a rare combination of investment expertise, data analytics, and operational experience that keeps the work behind every client relationship running exactly as it should.

Corey Oakes

Corey Oakes

Associate Advisor

Corey brings a decade of institutional financial services experience and a deep belief that people matter to every client relationship he supports at Five Oceans.

Josie Samson

Josie Samson

Family Office Services

Josie brings eight years of business management experience, including four years directing operations at a family office — and when she's not crunching numbers, she's exploring new restaurants or chasing down a tennis match.

Alicia Martinez

Alicia Martinez

Executive Assistant

Alicia brings a decade of experience supporting people through meaningful transitions — from nonprofits to entrepreneurship — and carries that same commitment to connection and care into every client interaction at Five Oceans.