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
- Website
- www.pwjohnson.com
- Industry
- Financial Services
- Employees
- 4
- Founded
- 1990
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Henry Reed | Lead Planning Consultant | San Jose, California, United States |
View
|
| Peter Johnson | Trusted Advisor Walking by Your Side to Navigate Life's Financial Challenges and Opportunities - Family Legacy Planning - Family Nature Retreats | San Francisco Bay Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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