The Johnson Financial Advisor Team
Philip O. Johnson, CFP Ⓡ
President & Advisor
Phil is President of Johnson Financial Advisors and has been involved in financial services since 1976. He is 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 Ⓡ
Vice President of Investment Management & Advisor
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 has been active in the community having served on the Boy Scouts of America executive board, 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 five boys.
Lynn T. Johnson, CFP Ⓡ
Vice President
Lynn has been involved in the business since its beginnings and earned her CFP designation in 1991. She oversees compliance and all operations at Johnson Financial. Although not an advisor, 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.
Amy Stedelin
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.
Erika Steinacker
Operations & Client Support
Erika loves helping each new client through the process of becoming a part of the Johnson Financial family. She enjoys the challenges and opportunities of serving the individuals and families that JFA serves.
Our History
When JFA was founded in 1981, it was an exciting moment when Phil ran his first retirement projections on an Apple II desk-top computer—something that was a “luxury” for most business offices.
In the decades that followed, technology has created a myriad of investment options and strategies. Now you can get stock quotes and financial data at your fingertips. But one thing hasn’t changed over the years, and that is the trusted relationship between a client and advisor.
Phil and Marcus and their staff have witnessed firsthand that proper financial planning has a powerful impact on individuals and families as they go through life’s transitions. Now we are serving many of the children and grandchildren of those early clients! We feel it an honor to continue to serve our clients, even after they have passed away, as we assist their heirs.
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?
Full Service
- We do comprehensive financial planning, investment management, and retirement planning, and will coordinate with other professionals as needed.
Experience
- JFA has been managing wealth for individuals and families for over 30 years.
- Our staff have varied backgrounds in banking, securities, and finance.
Independence
- 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
Accessibility
- 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.
Commitment
- 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.
Our Location
Our Office
Tempe, Arizona
Online or Phone
We can meet over Skype or a phone call
Your Home
Your home or any convenient location