David Johnson, CFP®, AIF® is a Senior Partner with SEIA, a Registered Investment Advisory firm. With over $22.3 billion of assets*, SEIA's infrastructure supports a highly customized investment management approach for each of their clients as well as comprehensive financial planning. David has been providing financial advice and wealth management services to corporate executives, business owners, multigenerational families and trustees since 1995. He was named on the Forbes 2022, 2023 and 2024 lists of Best-in-State Wealth Advisors and 2024 Washingtonian Magazine’s list of “Top Financial Advisors" with recent interviews including CNBC and Investment News. He appreciates that there’s more to managing wealth than simply managing investments. Thus, David assists in managing the many complexities of his clients' financial lives including risk management, retirement, tax and estate planning. Helping them to understand not only what’s important but also what’s possible with the goal of balancing living life in the present and still planning for the future.On a personal level, he proudly achieved his Eagle Scout Award and continues to demonstrate those values of community service and leadership through involvement with various charities supporting youth and education. His passions include serving as a founding member and Chair of the George Mason University Financial Planning and Wealth Management advisory board where he was also recognized in 2020 as a Prominent Patriot. He also supports Second Story having taught budgeting and finance to young mothers experiencing homelessness and was their Beacon of Hope charity event title sponsor in 2023 through SEIA’s Signature Fund for Giving.He resides in Vienna, Virginia with his wife and son. Additionally, he loves the outdoors and enjoys international travel, high-altitude mountain climbing and running.*as of 6/30/2024Please note that due to industry regulations, David is not permitted to give or receive endorsements/ recommendations on his profile.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.For additional disclosure information please visit our website at: https://www.seia.com/legal-disclaimer. VA Ins. Lic#562924
Listed skills include Estate Planning, Financial Goals, Multi Generational Planning, Long Term Care, and 3 others.
