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

Planning Specialties

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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This Office

1848 Bobcat Trail North Port, FL 34288-8609 Phone: (978) 463-8771

Other Offices

102 State St Ste E Newburyport, MA 01950-6639 Phone: (978) 463-8771 Fax: (978) 463-8774