About My Practice
Phil Johnson is a native of Arizona and has been involved in financial services since 1976. Because of six convenient meeting locations valley-wide, Phil is better able to serve clients throughout the entire Phoenix metro area. He specializes in retirement and pre-retirement counseling and offers comprehensive financial planning services including investment and tax strategies, inheritances and estate planning, pension distributions and IRA rollovers, asset management, etc. There is no charge for an initial consultation.
In additional to the above services, Phil publishes "Insights," a monthly newsletter which keeps clients and readers up to date on the economy, changes in tax laws, and new ideas in the areas of investment and estate planning. You may receive a complimentary copy of "Insights" by calling his office.
Phil has been featured in USA Today, the Washington Post, Money magazine, Bull and Bear, The Arizona Republic and Arizona Business Gazette, and on television consumer interest programs. He has served on local and national boards of financial planning organizations.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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