Kent Johnson (CFP®)

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

  • Baby Boomers
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Chances are that retirement is on your mind. Perhaps it’s fast approaching, or maybe you’ve just retired. Either way, you know you’re going to live a long time and that means your money will have to last a long time too. As a Certified Financial Planner I have dedicated my career to help people like you create a retirement plan that will last as long as you do and many times longer.

Every plan is customized to your specific situation. Together we’ll review your current retirement savings and calculate how much income you can expect in retirement. Then we’ll discuss any pitfalls or road blocks that could prevent you from achieving the retirement you want.

All successful plans share three common characteristics:

  1. Commitment: Being committed to your success is a team effort. I promise to do my part, and I’ll help you do yours.
  2. Regular conversations: open and honest communication is essential to any good relationship. We will have regular discussion about the progress of your plan and update information as needed.
  3. Investment Management: Managing you retirement savings is a critical component to the success of your plan and one we don’t take lightly. Our team of investment professional build and managing portfolios designed to achieve to long-term investment needs for people just like you.

In many cases, a well-designed plan will allow you to pass along a legacy to those you cherish the most. Working in tandem with an estate attorney, planning for the success of the next generation can be difficult, but together we’ll create and execute a plan that meets your wishes.

Additional Information

Kent brings over nineteen years of wealth management experience gained from his time spent as a Financial Counselor with Fidelity Investments and John Hancock and as an Internal Wholesaler at Legg Mason Asset Management and Prudential Securities.

Kent holds the Certified Financial Planner® certification. He lives in Weston, CT and is married with two children.  In his spare time, Kent enjoys golfing and biking.

NAPFA Start Date

March 30, 2017

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This Office

20 Ketchum St Westport, CT 06880-5939 Phone: (203) 226-8262