Marcus F. Johnson, CFP®
Changing the trajectory of our clients' financial lives.
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Serving Clients Nationwide
Changing the trajectory of our clients' financial lives.
Areas of Focus
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Marcus F. Johnson, CFP®
A sixth-generation Arizonan, Marcus Johnson is Vice President of Investments and an advisor at Johnson Financial. He brings technical expertise and a pragmatic perspective to the financial planning profession. He specializes in portfolio management and comprehensive financial planning.Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University.
Marcus served as President of the Financial Planning Association of Greater Phoenix (a professional association of 400 financial advisors) and has been a financial advisor panelist for the Arizona Republic and local television and radio stations. His previous experience includes working at Beneficial Life Financial Group as well for the U.S. House of Representatives in Washington, DC.
Marcus has been active in the community having served on the Boy Scouts of America executive board, as President of the Rotary-Tempe South Club, and in various leadership capacities in his church. He also enjoys speaking to community groups about financial literacy. He is fluent in Spanish and enjoyed serving a two-year service mission in Mexico. Marcus and his wife, Alexandria, are proud members of the ASU President's Club and parents of six energetic boys.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Financial Planning Association
Primary Location
1095 W Rio Salado Pkwy, Suite 201, Tempe, AZ 85281
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. Feel free to call our office at 602-351-5989 to speak with an advisor, or fill out the form and we'll reach out to you. We look forward to getting to know you – your situation, goals and needs – then discuss how we can help you pursue your financial goals.Offers Investment Management
Yes
About Johnson Financial Advisors
At Johnson Financial Advisors (JFA), we'll help you feel confident about your financial life. Whether just getting started, preparing for retirement, or well into the golden years, it all begins with a conversation.We seek clients that want to build a long-term relationship and are committed to a team approach in working toward their financial goals.
What You Can Expect
✔️ Highly Personalized Service
Ours is a business of human interaction. We are passionate about deeply getting to know our clients and their priorities. This is the heart of our service.
✔️ Fiduciary Standard
As fiduciary advisors, we act in your best interest and hold ourselves accountable to clients. We strive to be transparent and live up to the trust placed in us.
✔️ Independent
Independent advisors are not tied to any particular funds or investment products, giving us the freedom to tailor our advice and solutions based on what’s best for you.
How We Help You
We aim to be your first call, and your primary resource for answers on all aspects of your financial world.
We take pride in offering personalized service and expertise to help our clients achieve their financial goals. Working with a financial advisor can provide a range of benefits, including objective advice, customized solutions, and personalized service. If you're looking for a financial advisor who can provide trusted guidance and support, we encourage you to contact JFA today.
Education
Brigham Young University, Marriott School of Business, Bachelor of Science, Business Management; Finance emphasis
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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