PWJohnson Wealth & Legacy, LLC Company Profile, Contacts & Intelligence

Financial ServicesLos Altos, California, United States4 employeesFounded 1990
1 contact with email or phone data1 with email data1 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 2 visible contacts
Departments
2
Mapped contact coverage

PWJohnson Wealth & Legacy, LLC Overview

PWJohnson Wealth & Legacy, LLC provides comprehensive financial planning and investment advice. We work closely with you not only to develop personalized financial plans to help you achieve your unique goals, but also to help you manage your investment assets in ways that reduce the risks associated with achieving those goals. We make it easy for you to understand your choices and make sound decisions on your financial options. Our fee-only approach (no commissions on any transactions) ensures that our advice is impartial, honest, and completely objective. Delivering financial peace of mind is our top priority. Our Mission: Delivering education, support and tools to assist people in making intelligent financial decisions and discovering what is possible. pwjohnson.com 408.747.1222

Headquarters
Los Altos, California, United States
Website
www.pwjohnson.com
Industry
Financial Services
Founded
1990
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Financial planning investment planning retirement planning education planning tax planning estate planning

PWJohnson Wealth & Legacy, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using PWJohnson Wealth & Legacy, LLC's company email domain.
Finance
1
General
1

PWJohnson Wealth & Legacy, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

H
Henry Reed
Lead Planning Consultant
P
Peter Johnson
Trusted Advisor Walking by Your Side to Navigate Life's Financial Challenges and Opportunities - Family Legacy Planning - Family Nature Retreats
EP

PWJohnson Wealth & Legacy, LLC Workforce Composition

Seniority breakdown across 3 visible profiles.

Individual contributor
2
Senior / Lead
1

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