Johanson Financial Advisors, Inc.

Specialties

Johanson Financial Advisors, Inc. (JFA) serves high net worth individuals from all different walks of life. From affluent working families to well-​established retirees, JFA caters to a very diverse demographic. JFA also provides a wide range of services including asset management, investment, tax, retirement, estate, and education planning. In essence, JFA provides a comprehensive and holistic approach to serve your financial needs.

History

Established in 2011.

David L. Johanson is the Founder and CEO of Johanson Financial Advisors, Inc. He has been a Financial Advisor since 1984 and currently holds the CFP, CIMA, and CPWA certifications. Dave is a member of the Financial Planning Association, Investment Management Consultants Association and attended the Barron’s Winner’s Circle for the nation’s top Financial Advisors.

Meet the Business Owner

David J.

Business Owner

Dave was born and raised in the Bay Area and has been working as a Financial Advisor since 1984. Dave holds the CFP, CIMA, and CPWA designations and has been invited to the Barron’s Top Independent Advisors Summit for the top 1% of the nation’s Financial Advisors.

Just like a company has a Chief Financial Officer that helps the President with all of the integral and vital decision making, Dave does the same thing for individuals. As your personal CFO, Dave is responsible for for planning, management, and overall strategy in helping clients safeguard their assets, growing their wealth, providing steady income, reducing taxes, ensuring their estate plan is in order, and procuring their risk management program.

As your Chief Financial Officer, Dave assists his clients in fleshing out their objectives and keeping them on track to achieve them. He is with them every step of the way, guiding them to a more secure financial future.