Edward Johnson, CFP®, CLU
Financial Advisor
Tips for Growing (and Preserving) Your Family Business
When you’re first starting out with your own business, you’re likely to be focused more on staying afloat than on contingency planning. But as your family business expands and grows, it’s important to ensure that this is done in a sustainable way. Read on for some tips and tricks to consider to grow—and preserve—your family […]
One Tax Shift Most People Miss in Retirement
See if you can spot the flaw in this couple’s plan: A husband and wife are retiring next month at age 62, with an equal amount saved in retirement and non-retirement accounts (let’s call it $500,000 each). Like most, over their lifetimes they have emphasized higher-growth assets in their retirement accounts (IRAs, 401(k)s, etc.), which […]
All online, all the time?Technology brings new benefits to hiring a property manager.
Once upon a time, investing in the stock market involved ticker tape and a lot of phone calls. Today, most investors reach no further than their pocket for up-to-the-minute market updates, portfolio valuations, trading capabilities, and analytics. The property management industry is only now beginning to complete a similar transition, and many real estate investors […]
Re-thinking Your Bucket List
When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are filled with wild adventures like skydiving and scuba diving in the Great Barrier Reef. Bucket list items are the things one plans to do their entire […]
Adding a Personal Backup With a Living Trust
The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you can’t make your own decisions because of a long illness or other unexpected problem. You might prepare for […]
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.
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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.