Scott Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DecisionPoint Financial, LLC in Mesa, AZ and the surrounding communities.
Scott started his financial services career in 1993 as an Investment Banker on Wall Street. In 1999 Scott joined Morgan Stanley as a financial advisor. During his tenure at Morgan Stanley Scott built a thriving wealth management practice and served as the Retirement Plan Branch Coordinator in several Phoenix area Morgan Stanley offices. In 2008 Scott became an independent, fee only fiduciary advisor. “I was tired of attending weekly sales meetings and being asked by my firm to sell commissioned products which I knew were not in the best interest of my clients. As a fee only advisor I can now provide non--conflicted advice and my duty of loyalty is always to my client and never to my firm.”
Scott is a CERTIFIED FINANCIAL PLANNER (CFP®). To earn the CFP® designation an advisor must have a minimum of 3 years financial planning experience, complete a rigorous 6 month college graduate course of study in the areas of Ethics, Insurance, Investments, Retirement Planning, Taxation, and Estate Planning, and then pass a comprehensive 2--day exam. In addition, Scott is both a Certified Plan Fiduciary Advisor (CPFA) with the National Association of Plan Advisors (NAPA) and an Accredited Investment Fiduciary (AIF®).
Scott specializes in qualified retirement plans for corporations of all sizes. He also helps business owners implement tax minimization and wealth accumulations strategies for their businesses and their families.
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Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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