Perry J. Johnson III, AIF® focuses on advising and creating comprehensive financial plans for his clients that are in line with their specific goals and objectives. He’s been in the financial services industry for over 20 years and enjoys providing 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 that gaps are minimized.
While his goal is to provide organization and clarity to his clients’ overall financial plan, Perry recognizes that there is far more to financial planning than just having funds to save or invest. He also believes in reviewing the client’s current situation and life goals and creating a plan that puts them on a path towards pursuing those goals. He extends this life planning to the work he does with children, coaching and assisting them in being healthy and physically fit.
Perry earned his MBA from Pepperdine University’s Graziadio School of Business. He also holds FINRA Series 6, 7, and 63 registrations with LPL Financial, Series 65 with Trilogy Capital, Inc., and also holds Life, Health, Disability and Long-Term Care Insurance Licenses.