About Thomas Johnson
How I can help you:
Clients rely on our team to help them reach financial freedom. Through goals based planning, you receive an organized, structured approach as you reach milestones such as retirement, purchasing a home, sending children to college, starting a business, and leaving a legacy to your beneficiaries. Most of our clients receive equity compensation as a large part of their income package, so our strategies are designed to manage risk of highly concentrated stock.
What makes me knowledgeable:
I am directly involved with one of the largest corporate stock plan providers in the country. This relationship gives me insight on how concentrated stock can play a role in your portfolio. My educational background is in environmental sustainability, so I am passionate about Environmental, Social, Governance investing (ESG) helping you connect your money with your principles.
Getting to know me:
I grew up in Menlo Park and graduated from UC Berkeley. My love of nature means I am an avid outdoorsman. In the Summer and Fall, you can find me fishing offshore in the Pacific Ocean. In the Winter and Spring, when the temperature drops and the fish leave, you can find me skiing in the Sierra Nevada and Rocky Mountains.
Disclaimer:
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Securities Agent: WY, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 2340023
CA Insurance License #: 0M36226
