Edward Johnson, CFP®, CLU
Financial Advisor
Crisis Averted? Financial Help for Struggling Renters and Landlords
By one estimate, U.S. landlords were owed about $57 billion in unpaid back rent at the beginning of 2021. The average household that fell behind owed about four months of rent, or $5,600. Altogether, more than 10 million U.S. families were facing the possibility of eviction.1 Many landlords, including those who depend on rent payments […]
The Backdoor Roth IRA in a Nutshell
If you are wondering what in the world a “backdoor Roth IRA” is, you’re not alone! In short, if you’ve been frustrated by the contribution limits associated with Roth IRAs, then read on – this article describes a strategy that designed to help. We all know that the IRS imposes annual contribution limits for both […]
Caregiving: A Decision That May Impact Your Retirement Savings
Many women have been a caregiver while raising children. Still, now many are caring for a loved one out of necessity as the older family member can no longer care for themselves. The Transamerica Center for Retirement Studies report, The Many Faces of Caregivers, indicates that 42% of Generation Xers and 42% of Baby Boomers […]
American Families Plan Would Provide Benefits for Some, More Taxes for Others
On April 28, 2021, the White House released a fact sheet for President Biden’s American Families Plan (AFP), which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for those making more than $400,000 per year. Major provisions proposed in the plan are summarized here, including […]
Donor-Advised Funds: A Solution to Gifting with Tax Benefits
Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many families choose to donate. The charitable giving tax deduction they received in the past was a bonus. The above-the-line deduction for charitable giving is $300 per calendar […]
Edward Johnson
Financial Advisor
818-550-9955 ext. 103
[email protected]
CA Insurance Lic#0771836
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.
Edward Johnson is a CFP® professional and is a Registered Representative with, and securities are offered through LPL Financial. Member FINRA/SIPC.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
DO NOT place orders to buy or sell securities via e-mail or voice mail. This and all other time sensitive requests should be placed directly with your Investment Advisor Representative by telephone.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.