Christopher (Kit) Johnson, Crpc™, Cfp®, Cpfa® Email & Phone Number

What percentage of your net worth is tied to your company's stock?Concentration is the greatest path to building substantial wealth…BUT…It's also the easiest way to lose it.Right now you see the number on your statement and dream of how it will help you…• Retire sooner• Purchase that second home or rental property• Help you start your own business venture• Pay for your children's educationHowever - I've seen this before - improper timing or planning around equity compensation, stock options, RSUs, and NQSOs can greatly affect the trajectory of your future income.Most executives simply don't have the time or resources needed to plan around the financial complexities of their equity compensation.I'm going to show you how my team is uniquely positioned to help you build a strategy that preserves the wealth you're building and compounds it for future generations.We utilize Merrill's Personal Wealth Analysis software to simulate tax-efficient scenarios for exercising and liquidating stock compensation before leveraging our exclusive private wealth strategies - PE, RE, and VC - to diversify and nurture wealth long term.On top of that our team - recognized by Forbes among the "Best-in-State Wealth Management Teams" (published on January 12, 2023. Rankings based on data as of March 31, 2022) - is uniquely positioned to deliver key areas of financial planning like…• Proprietary Financial Modeling Tools• Advanced Tax Mitigation Strategies• Access to Pre-Vetted Opportunities • Concentrated Equity Holdings• Philanthropic PlanningLeave me a note if you'd like our team to give you the resources necessary to compound and preserve wealth.

• 

  Wealth Management Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Sep 2005 - Present

  At The Johnson Group, we pride ourselves on the value we've brought to clients for decades. Taking many forms, that value begins and continues over the course of each client relationship with our focus on doing everything possible to assist clients in ways they may have never expected. Each day, I ask questions of our ultra-high-net-worth clientele – so that I can appreciate their concerns, goals, and family dynamics. In addition to helping clients establish their financial priorities, I provide investment, retirement, and legacy planning, along with cash flow and other analyses. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

• 

  Pennsylvania State University

  Bachelor'S Degree