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TD Ameritrade    Charles Schwab

Office: (408) 404-0009
Fax: (408) 626-0009
Email: info@johansonfinancial.com

Why Choose Us?

We recognize that selecting the “right” wealth management firm is a very individual decision and one that has the potential to provide you and your family with financial peace and security.  There is no such thing as a firm that is a perfect fit for everyone and we certainly do not expect to meet every prospective client’s needs.  Since choosing the “right” advisor will have a significant impact on you and your family for years to come, we welcome you to understand and embrace our approach. At Johanson Financial Advisors, our clients tell us they enjoy working with us because:

  • We have a wide breadth of experience that covers most of our clients’ financial concerns. We have knowledgeable practitioners including a Certified Financial Planner, a Certified Investment Management Analyst, an attorney, and a tax practitioner. The breadth of knowledge and experience at Johanson Financial Advisors assures our clients that we have the skills necessary to focus on their important financial matters. Our analysis covers:
    • Estate Planning
    • Retirement & Income Planning
    • Investment Planning
    • Tax Preparation & Planning
    • Protection Planning
  • We are independent and free from third party influence. We offer unbiased, objective advice to help our clients make important decisions. As an independent fee-based advisory firm, we act as a fiduciary and have no connection with any broker-dealer or investment group that encourages us to sell their particular products. This independence allows us to focus on our clients’ needs rather than our own. What is best for you is what becomes best for us.
  • We have a pro-active mindset in regards to client service. Our clients enjoy coming in on a regular basis to review their financial portfolio and affairs. Clients know they are not an account number; rather, they are an integral part of our family of clients. Our focus is on listening, understanding, and caring about our clients’ concerns and then acting to provide assurance and peace of mind to complicated matters.

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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