Aaron Johnson is a CFP® (CERTIFIED FINANCIAL PLANNER™). Aaron earned his BS in Finance & Risk Management- Northern Michigan University. He holds Series 7 & 66 Licenses and is Life/Health Insurance Licensed.
As a financial professional, Aaron empowers individuals, families, and businesses to make confident decisions by understanding their financial needs and goals as well as delivering personalized holistic strategies.His goal is to simplify the complex in any stage of one's life through education, transparency, guidance, and the ability to adapt when needed.
Aaron's expertise in investments, retirement planning, tax strategies, and life insurance is accompanied by experienced partners to bring additional value and optimize client continuity.
Throughout the process he utilizes various analytical tools to identify where clients are at relative to their financial goals and possible risk/tax inefficiencies in one's portfolio.
His ideal client is someone who is nice, wants to be educated, and is willing to prioritize their financial wellbeing.
Aaron is a Chicago native and has a love/hate relationship for the Chicago Bears, is an avid golfer, and enjoys traveling-favorite place? Florianopolis, Brazil. Aaron also recently became a first-time uncle.