Johanson Financial Advisors, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Johanson Financial Advisors, Inc. is a Registered Investment Advisor operating in the financial services industry, based in Campbell, California. The firm emphasizes helping clients achieve financial peace and security through a structured process that inventories their financial situation and goals, followed by a comprehensive plan and ongoing monitoring aimed at financial independence. Its client base includes individuals seeking greater clarity and stability in their financial future, with services positioned to address concerns about market volatility and long-term planning. The company operates with a small team and positions itself within a broader network of advisory and brokerage relationships, including affiliations with APW Capital and custodial arrangements through TD Ameritrade Institutional and Charles Schwab & Co. Though the firm provides tailored financial guidance, it remains independent of its stated corridors, focusing on continuity and client confidence. A recent development noted in public records includes the firm’s ongoing investment activity in various asset classes during 2018–2020, reflecting an active portfolio management approach.

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