"I love what I do because I get to see clients reach their dreams and have been doing so for 21 years"
PERRY J. JOHNSON III, AIF®
Perry J. Johnson III, AIF® focuses on advising & creating comprehensive financial plans for his clients that are in line with their specific goals and objectives. He graduated from DePaul University with a degree in Finance and received an MBA from Pepperdine University Graziadio School of Business. He’s been in the financial services industry for over 19 years and enjoys providing unbiased and objective guidance to all his clients, businesses and individuals alike. He not only reviews investments, but analyzes several key areas to ensure that the financial plan is comprehensive and gaps are minimized. His goal is to provide organization and clarity to the clients overall financial plan. Perry recognizes that there is far more to financial planning than just having funds to save or invest. It’s about reviewing the client’s current situation and goals and creating a plan that puts them on a path towards achieving those goals.
In addition to his MBA, Perry holds Series 6, 7, and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., as well as life, health, and disability, and Long Term Care insurance licenses from the State of California.
Perry and his wife Christy have three children, Brooke, Tatum and Perry IV. Perry enjoys watching his children play sports, traveling with his family and friends, as well as fitness training.