Meet Me - Joe Johnson
I have been working in the financial services industry since 2010. Over the years, I have made it a priority to continue learning and staying informed about changes in the industry and regulations. I believe that ongoing education is essential to providing thoughtful financial guidance.
As a Certified Financial Planner™ (CFP®), I take a holistic approach to financial planning, helping clients address investments, retirement, insurance, and legacy considerations in a way that fits their individual goals. I am committed to putting my clients’ interests first and working alongside them to pursue their financial objectives.
Outside of work, I enjoy spending time with my family and pursuing activities that bring excitement, such as dirt biking, boating, and working on my 1959 Chevy Apache pickup. My wife and kids are always along for the ride.
Education:
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Utah State University, BS - Finance and Economics
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Minor in Accounting with an emphasis in Financial Planning
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President- Financial Planning Student Association, 2005-2006
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Licenses and Designations:
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FINRA Licenses held with LPL Financial: Series 7, 63 and 65
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CERTIFIED FINANCIAL PLANNER™ Professional
My Mission is to Turn Dreams into Reality, One Plan at a Time
My Values
Education
I stay current with industry trends and regulations so that my guidance is informed and up-to-date. Continuous learning helps me provide strategies that are relevant to your financial goals.
Customer Focus
Your goals guide my recommendations. I aim to understand your unique circumstances and create financial solutions that reflect your priorities. Building a collaborative relationship with you is central to my approach.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
How I Work With Clients
Step 1
Initial Meeting
In our first meeting, I take the time to get to know you and understand your financial landscape, goals, and concerns. This discussion lays the foundation for a plan tailored to your needs and priorities.
Step 2
Draft Financial Plan
Based on our initial meeting, I develop a draft financial plan that addresses investments, retirement planning, risk management, and other aspects of your financial journey. You have the opportunity to review the plan and provide feedback, ensuring it reflects your objectives.
Step 3
Final Plan
After incorporating your feedback, we move forward with the full financial planning engagement. I refine details and integrate recommendations, providing you with a comprehensive, actionable plan.