Alison Campbell MBA, MA, CFT™

Life Strategist

I began my career in marketing and product management after earning degrees from the University of Pennsylvania and UCLA Anderson School of Management, eventually working at companies including Mattel, Guthy-Renker, Intuit, and Beachbody. After becoming a mother, I found myself questioning whether the pace of my life and the definition of success I had inherited were truly sustainable. That reflection ultimately led me toward coaching, financial therapy, and personal development work that felt more aligned, meaningful, and life-giving.

I later earned a master’s degree in Spiritual Psychology from the University of Santa Monica, where I engaged in an intensely experiential course of study exploring consciousness, emotional healing, personal responsibility, unconscious patterns, practical tools for navigating life, and the relationship between inner and outer experience.

For more than a decade, I’ve worked as a coach and facilitator helping individuals navigate important decisions, identity, relationships, and the emotional dimensions of money, success, and well-being. Through the integrated Life Strategy process I helped develop through Five Oceans Advisors, I guide clients in exploring the interconnected relationship between money, career, relationships, health, and fun so they can live more intentionally and in greater alignment with what matters most.

I’m a Certified Financial Therapist™ and Accredited Integrative Enneagram Practitioner. In my work, I integrate frameworks and insights from both to help clients better understand their emotional patterns, motivations, blind spots, and relational dynamics. I’m also the author of Redefining Success for a Happier, More Authentic, and Fulfilling Life.

I live in Santa Monica with my husband, Marc, and our two children, and both my personal life and professional work continue to fuel a lifelong curiosity about the human experience and what helps people live with greater intentionality, compassion, resilience, and meaning.

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 MBA

Marc Campbell MBA, 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 MBA

Leslie Mallman MBA, 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.