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David L. Johanson

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David L. Johanson
CFP®, CIMA®, CPWA®, EA

Founder and President

Dave Johanson, born in San Mateo and raised in San Jose, is a 8th generation Californian. He is one of six children reared in a middle class family.  He was raised with conservative values and learned the importance of hard work, appreciating what you have, and helping those that stand in need.

Dave’s education includes a Bachelor’s degree from the University of San Francisco with a degree in Applied Economics.  He completed graduate work at Santa Clara University as well as extended studies through The Wharton School of the University of Pennsylvania.  He is a Certified Financial Planner® (CFP), a Certified Investment Management Analyst® (CIMA), a Certified Private Wealth Advisor® (CPWA), and an Enrolled Agent (EA).  Of over 300,000 financial advisors in the U.S., less than 0.5% holds all of these designations.

Dave has been a Financial Advisor since 1984 and is the Founder and President of Johanson Financial Advisors, Inc (JFA).  Before JFA, Dave managed the Investment Division, Marketing One, for Bank of the West.  Then he was President of Affirmed Financial Management, Inc. for 12 years and CEO of Wealth Design Private Advisors, Inc. for 8 years.

Dave has held various leadership roles throughout his career. He is a member of the Financial Planning Association, Investment Management Consultants Association, and the Financial Planning Association of Silicon Valley.  He has been on television, spoken at several National Conferences and has sat on the National President’s Council to Multi-Financial Securities.  He has also attended Barron’s Winner’s Circle for the Nation’s Top 1% of Advisors in the Country.

Dave is on the Board of Directors for Services for Brain Injury (sbicares.org).  This non-profit organization provides comprehensive cognitive rehabilitation programs for people with traumatic or acquired brain injuries due to injury or illness.

Dave and his wife, Jennifer, have four children and nine grandchildren.  He enjoys traveling, golf, racquetball, working out, serving at church, and simply spending time with his family.

Getting to Know Dave – 

  • Favorite food: Ice cream
  • Favorite quote:   Today: the best day of my life
  • Best piece of financial advice received: Never charge anything you can’t afford to pay off that month
  • Something on Dave’s bucket list: Go to a March Madness Final Four
  • Favorite holiday: Thanksgiving
  • Favorite movie: Rocky
  • Biggest accomplishment: My family
  • What motivates Dave: Making life better for everyone I know

 

 

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Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. 

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