Kristopher Johnson (CFP®)

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

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

Kris specializes in designing financial plans that maximize the probability of clients achieving their "Measurable Objectives." He has particular expertise in retirement transition analysis, advising on income, portfolio withdrawal, and tax strategies that set a solid foundation for a successful retirement. Kris is skilled at aligning investment portfolio structure to specific retirement needs.  

Kris also has substantial experience with complex corporate executive compensation structures (deferred compensation, restricted stock, stock options, etc.) and strategies and advanced retirement and tax strategies for business owners. Charitable giving strategies are also an area of expertise.

Additional Information

Kris began his career in the investment industry in 2000. Following a short two-year stint with an investment management firm, he spent the next 16 years with an hourly financial planning firm where he served as the chair of the investment committee and was the primary advisor for over 200 active client relationships. After moving to Arizona with his family in early 2017, Kris joined Stone Island Financial Planning (formerly South Georgia Capital, LLC) in April 2018 to bring in-depth financial planning services to the firm's established client base. Through an affiliated entity, Raintree Capital Management, LLC, Kris serves as portfolio manager of a proprietary multi-strategy fund, available to risk-conscious accredited and qualified investors.  

NAPFA Start Date

April 05, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9835 E. Bell Road Suite 110 Scottsdale, AZ 85260 Phone: (630) 784-2200

Other Offices

2135 City Gate Lane Suite 460 Naperville, IL 60563-3077 Phone: (630) 784-2200