PWJohnson Wealth & Legacy, LLC

PWJohnson Wealth & Legacy, LLC

Financial Services Los Altos, California, United States 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1

PWJohnson Wealth & Legacy, LLC Overview

Headquarters
Los Altos, California, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
4
Founded
1990
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About PWJohnson Wealth & Legacy, LLC

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

PWJohnson Wealth & Legacy, LLC Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

PWJohnson Wealth & Legacy, LLC Org Chart

Sample employees and titles
Name Title Contact
Henry Reed Lead Planning Consultant
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Peter Johnson Trusted Advisor Walking by Your Side to Navigate Life's Financial Challenges and Opportunities - Family Legacy Planning - Family Nature Retreats
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
General 1 1 0

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