Peter Johnson

Collaborative Practice Silicon Valley

2051 Grant Road, Suite 240
Los Altos, California 94024
United States
Office Phone: 408-747-1222
Member since 2012
Membership Type: IACP

Profession(s)

Financial Professional

I'm the founder of PWJohnson Wealth Management, a Registered Investment Advisory firm based in Sunnyvale. We've been providing fee-only investment management and financial planning services to individuals and families for over 20 years. My passions are financial literacy, family communication, and preparing upcoming generations to handle wealth successfully.

Area(s) of Practice: Financial
License(s): Registered Investment Advisor

Professional Activities

Co-Chair of the Silicon Valley Estates & Trusts Committee; Past President of the Silicon Valley Chapter of the Financial Planning Association; founder of The Financial Literacy Project; Early podcaster with over 2 million educational downloads.

Undergraduate Education

BSC - Finance, Santa Clara University - Summa Cum Laude (1979)

Professional Education

Personal Financial Planner (PFP), University of California Extension (1986)

Comments

My specialty is in Collaborative Practice - Estates & Trusts, helping families to not only successfully prepare the next generation to handle wealth, but also to pass on cherished values in an atmosphere of trust, encouragement and transparency.