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
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