Collaborative Practice Silicon Valley
Los Altos, California 94024
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.
Professional ActivitiesCo-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.
BSC - Finance, Santa Clara University - Summa Cum Laude (1979)
Personal Financial Planner (PFP), University of California Extension (1986)