Edward Johnson, CFP®, CLU
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), […]
In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents, service records, and paid bills in a format that will allow you to easily access information when you need it. What steps can you […]
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it’s a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers. So, what is financial wellness and why […]
Many clients may fastidiously plan the path they want their assets to take, but not give their beneficiary information the attention it needs and deserves. Designating the best beneficiaries is essential for proper asset planning, and investors should periodically re-visit this information to make certain it still meets their needs. It’s not the most pleasant conversation topic, […]
As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children. If you’re thinking about donating toys this holiday season, here is what you need to know. Charities That Accept […]
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Edward N. Johnson, Financial Advisor, joined California Financial Partners, Inc., an independent registered investment advisor, in January 2004. Edward joined the financial services industry in 1991 in Los Angeles, California as a career agent with The Northwestern Mutual Life Insurance Company. Prior to 1992, he worked for six years in the commercial building property management industry. As a CERTIFIED FINANCIAL PLANNER™, professional, Edward broadened his financial planning capabilities to include estate planning, taxes, portfolio management, business continuation and fringe benefits.
Edward graduated with a BA degree in Economics in 1985 from Brigham Young University. Edward is active in his Church and served a two-year mission in Kobe Japan from 1979 to 1981. An Eagle Scout himself Edward is very active with the Boy Scouts of America and recently earned the Woodbadge Scouting Award for adults. Four of his five sons are also Eagle Scouts. He is married to Monica and has five sons, one daughter, and four grandchildren.
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