Patricia Johnson (CFP®, MBA)
Patricia Johnson focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Charitable Giving
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- AUM
- Business Owners
- Charitable Giving
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
Planning Specialties
Patricia specializes in financial planning for middle-aged individuals and couples who are hiring a financial advisor for the first time and eager to get their complicated lives organized and set goals for the exciting phases ahead. Clients can choose to pay a quarterly fee directly, or place assets under management.Additional Information
Patricia Johnson founded Raise Financial Advisors in 2021. She holds an MBA from Yale and a BA in Political Science from UC Berkeley. After working as the CFO of a nonprofit media company and founding a financial education program for teens in Oakland, Ca., in 2020 Patricia shifted into financial planning for adults. She holds a Series 65 securities license and has completed the certificate in Personal Financial Planning at UC Berkeley Extension.NAPFA Start Date
May 03, 2024
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