David L. Johnson, CFP^®

David’s focus has awarded him with opportunities to be a guest speaker at a number of industry conferences, government agencies and public service organizations, including the U.S. Department of Agriculture and the American Red Cross for subjects such as Asset Management, Retirement Distribution Methods and Estate Protection Strategies. David is also an active member of the National Capital Area Financial Planning Association. He also spends a significant amount of time volunteering in the community and teaching financial literacy courses to area elementary/middle school students through Junior Achievement. David resides in Vienna, Virginia with his wife and son. Additionally, he loves the outdoors and enjoys international travel, high-altitude mountain climbing and running. A native of Northern Virginia, David graduated from George Mason University and holds a B.S. degree in Finance with a concentration in Investment Management and Corporate Finance. Subsequently, he completed the George Washington University Financial Planning certificate program and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2001.

Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Special Needs