Edward Johnson, CFP®, CLU
Financial Advisor
Just Married: Newlywed Estate Planning Cheat Sheet
Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect your spouse as the new beneficiary or transfer on death designation. Existing Checking/Savings AccountLife Insurance: Employer-based and stand-alone policy if you already have […]
ABC’s of Funeral Planning
Smart, forward-thinkers who want to be ready for all of life’s milestones must think about the last one; planning and paying for their funeral. While not the most pleasant of subjects, it’s important to consider all the options for the event and address how it will be financed. Otherwise, the expense may be a burden […]
Protect Your Assets With a Trust
Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may benefit from a trust. What Is a Trust? Generally speaking, a trust is a legal entity that allows someone to transfer the legal title of an asset to one person while […]
Estate Planning Checklist
Because you’ve worked hard to create a secure and comfortable lifestyle for your family and loved ones, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those […]
Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
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), […]
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.