The Johnson Financial Advisor Team
Philip O. Johnson, CFP Ⓡ
Phil is President of Johnson Financial Advisors and has been involved in financial services since 1976. Over the years, he has been honored as one of the nation’s best financial advisers. A popular speaker and writer on the subject of money management, Phil has been featured in USA Today, the Washington Post, Worth, Money Magazine, the Arizona Republic and the Arizona Business Gazette.
Phil has served on the national board of the Institute of Certified Financial Planners and as President of the International Association for Financial Planning (IAFP), Greater Phoenix Chapter. He is also a member of the Financial Planning Association and is a Rotary Paul Harris Fellow.
Not only was Phil born in Phoenix, but he is a fifth-generation Arizonan and is very committed to community and civic causes. He does fundraising for scouting and college scholarship programs and encourages parents to teach money skills to their children at a young age. When families cannot afford a financial advisor, he frequently donates his time and experience.
Phil and his wife, Lynn, are active in their church and enjoy time with their children and grandchildren.
Marcus F. Johnson, CFP Ⓡ
Advisor & Vice President of Investment Management
A sixth-generation Arizonan, Marcus is Vice President of Investments and an advisor at Johnson Financial. He brings technical expertise and a pragmatic perspective to the financial planning profession. He specializes in portfolio management and comprehensive financial planning.
Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University.
Marcus served as President of the Financial Planning Association of Greater Phoenix (a professional association of 400 financial advisors) and has been a financial advisor panelist for the Arizona Republic and local television and radio stations. His previous experience includes working at Beneficial Life Financial Group as well for the U.S. House of Representatives in Washington, DC.
Marcus is active in the community serving on the Boy Scouts of America executive board, has served as President of the Rotary-Tempe South Club and currently as a minister, serving as a Stake President in the LDS Church. He also enjoys speaking to community groups about financial literacy. He is fluent in Spanish and enjoyed serving a two-year service mission for the LDS Church in Mexico. Marcus and his wife, Alexandria, are proud members of the ASU President's Club and are the parents of three boys.
Lynn T. Johnson, CFP Ⓡ
Lynn has been involved in the business since its beginnings and earned her CFP designation in 1991. She is active in community causes and is frequently asked to speak regarding money management and the importance of women becoming financially literate. Passionate about philanthropy, Lynn encourages individuals and families to support worthy causes and to consider charitable gifts when doing estate planning. She and Phil are the parents of four children and 20 grandchildren.
Operations & Client Support
Debra has over seventeen years of client service experience in the securities industry. She enjoys getting to know each client and assisting them in any way. She is key to making sure all office operations flow smoothly.
Operations & Client Support
Amy is well trained in all office operations and is eager to serve each and every client. She wants to give each individual the personalized and professional service they deserve.
Is JFA right for you?
We seek clients that want to build a long-term relationship and are committed to a team approach in working toward their financial goals.
Why work with JFA?
- We do comprehensive financial planning, investment management, and retirement planning, and will coordinate with other professionals as needed.
- JFA has been managing wealth for individuals and families for over 30 years.
- Our staff have varied backgrounds in banking, securities, and finance.
- As an independent financial services firm, we are focused on your best interests.
- We are unlike banks and most broker-dealers who limit the services and investments that their representatives can recommend.
Small Office with big offering
- Phil and Marcus are a Father-Son team
- We pride ourselves in personalized service.
- Affiliate with strong, independent broker dealer
- Unlike some larger firms, you can phone or meet with Phil or Marcus as often as needed.
- We encourage our clients to call us regarding all financial matters.
- We value our clients and seek to build long-term relationships.
- We will guide you through life's transitions and often work with multiple generations within a family.