Agatha Johnson (CFP)

Agatha Johnson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Middle Income Client Needs

Planning Specialties

 Agatha specializes in generational family wealth planning as well as financial planning and wealth management with a life coaching element in her firms planning process.

 

Additional Information

Agatha Johnson's additional certifications are:  Certified Private Wealth Advisor and Certified Executive Coach.

NAPFA Start Date

June 05, 2015

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This Office

231 S Phillips Ave Suite 203 Sioux Falls, SD 57104 Phone: (605) 275-9181