Agatha Johnson (CFP®, CPWA®)
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
- 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