Charles Johnson (CFP®)
Charles Johnson focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Tax Planning
Planning Specialties
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
Additional Information
I enjoy meeting with clients, discussing goals, and providing the financial analysis for decision-making. There is a great sense of confidence and peace of mind that comes from putting a plan in place that helps you achieve your goals. I welcome your questions and inquiries.
NAPFA Start Date
October 30, 2006
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no assurance that you will experience a certain level of results or satisfaction if you
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