Our Story

Jan Johnson: From Nourishing Health to Cultivating Wealth

"Empowering Clients to Navigate Life’s Financial Transitions with Confidence and Clarity" – this mantra is more than just a professional commitment for Jan Johnson; it’s a personal journey that runs deep in her family roots.

A Legacy of Financial Wisdom

Jan's entry into the world of finance is a story interwoven with familial inspiration. Her father, a trailblazer in the industry, embarked on his journey as a stockbroker with Morgan Stanley Dean Witter in California in 1986. He distinguished himself as one of the earliest adopters of the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, setting a benchmark for excellence and dedication in financial planning.

A Diverse Beginning

Parallel to her father's financial journey, Jan initially carved a distinct path for herself as a Registered Dietitian. In her private practice, she was devoted to guiding patients towards physical health, while also teaching students at the university level. This phase of her career honed her skills in advising, educating, and nurturing growth – skills that would later find a unique application in her financial career.

A Turning Point

Life, with its unpredictable twists, led Jan to a crossroads. Following an emotional divorce, Jan faced a pivotal "Life Transition" of her own. In seeking the expertise of a CFP® professional, she not only found direction for her financial queries but also uncovered a passion for the financial planning process itself. Witnessing friends struggle through similar life changes, with some facing the dire straits of bankruptcy, Jan was resolved to chart a different course.

A New Chapter in Financial Planning

The problem-solving, goal-setting, and analytical skills that Jan had honed as a dietitian seamlessly translated into the realm of financial planning. Encouraged by her father, she embraced this new calling. In 2002, Jan emerged as a Certified Financial Planner™ professional, equipped with the technical acumen to guide her clients towards robust financial health.

Blending the Art and Science of Finance

Jan playfully muses, “Today, my focus has shifted from Protein, Fats, and Carbs to balancing Stocks, Bonds, and Mutual Funds. But it’s more than that – it’s about understanding the human side of money.” Her approach melds the precision of financial planning with the empathy and understanding crucial during life’s transitions. Jan is not just a financial planner; she's a mentor, dedicated to making her clients feel comfortable, confident, and in control of their financial well-being, especially in the face of life’s unpredictable changes.


Helping Clients Make Smart Financial Decisions During Life's Transitions

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