Peter Johnson
2051 Grant Road, Suite 240
Los Altos, California 94024
United States
Los Altos, California 94024
United States
Office Phone: 4084708396
Member since 2012
Membership Type: IACP
Profession(s)
Financial ProfessionalI'm the founder of PWJohnson Wealth Management, a Registered Investment Advisory firm based in Sunnyvale. We've been providing fee-only investment management and financial planning services to individuals and families for over 20 years. My passions are financial literacy, family communication, and preparing upcoming generations to handle wealth successfully.
Area(s) of Practice: Financial
License(s): Registered Investment Advisor
Professional Activities
Co-Chair of the Silicon Valley Estates & Trusts Committee; Past President of the Silicon Valley Chapter of the Financial Planning Association; founder of The Financial Literacy Project; Early podcaster with over 2 million educational downloads.Undergraduate Education
BSC - Finance, Santa Clara University - Summa Cum Laude (1979)
Professional Education
Personal Financial Planner (PFP), University of California Extension (1986)
Comments
My specialty is in Collaborative Practice - Estates & Trusts, helping families to not only successfully prepare the next generation to handle wealth, but also to pass on cherished values in an atmosphere of trust, encouragement and transparency.