David L. Johanson, Cfp, Cima, Ea
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David L. Johanson, Cfp, Cima, Ea Email & Phone Number

Experienced Independent Fee-Based Financial Advisory at Allworth Financial at Allworth Financial
Location: Campbell, California, United States 4 work roles 1 school
1 work email found @johansonfinancial.com 4 phones found area 408 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@johansonfinancial.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Allworth Financial
Role
Experienced Independent Fee-Based Financial Advisory at Allworth Financial
Location
Campbell, California, United States
Company size
106 employees

Who is David L. Johanson, Cfp, Cima, Ea? Overview

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Quick answer

David L. Johanson, Cfp, Cima, Ea is listed as Experienced Independent Fee-Based Financial Advisory at Allworth Financial at Allworth Financial, a company with 106 employees, based in Campbell, California, United States. AeroLeads shows a work email signal at johansonfinancial.com, phone signal with area code 408, and a matched LinkedIn profile for David L. Johanson, Cfp, Cima, Ea.

David L. Johanson, Cfp, Cima, Ea previously worked as Partner Advisor at Allworth Financial and Founder, President at Johanson Financial Advisors, Inc.. David L. Johanson, Cfp, Cima, Ea holds Bs, Economics from University Of California, San Francisco.

Company email context

Email format at Allworth Financial

This section adds company-level context without repeating David L. Johanson, Cfp, Cima, Ea's masked contact details.

*@johansonfinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for David L. Johanson, Cfp, Cima, Ea. Compare company email patterns before reaching out.

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Profile bio

About David L. Johanson, Cfp, Cima, Ea

David L. Johanson, Cfp, Cima, Ea is a Experienced Independent Fee-Based Financial Advisory at Allworth Financial at Allworth Financial. He possess expertise in investments, investment advisory, wealth management, alternative investments, asset allocation and 22 more skills.

Listed skills include Investments, Investment Advisory, Wealth Management, Alternative Investments, and 23 others.

Current workplace

David L. Johanson, Cfp, Cima, Ea's current company

Company context helps verify the profile and gives searchers a useful next step.

Allworth Financial
Allworth Financial
Experienced Independent Fee-Based Financial Advisory at Allworth Financial
Website
allworthfinancial.com
Employees
106
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Company profile
View company profile Email format
4 roles

David L. Johanson, Cfp, Cima, Ea work experience

A career timeline built from the work history available for this profile.

Partner Advisor

Current
Allworth Financial

Campbell, California, United States

Feb 2022 - Present

Founder, President

Johanson Financial Advisors, Inc.

2105 South Bascom Avenue, Campbell, CA 95008

Johanson Financial Advisors, Inc. is a boutique Wealth Management Firm located in the heart of Silicon Valley. We act as a Personal CFO for individuals, advising in all aspects of their lives; investment, tax, estate, charitable giving, college planning, etc.We are independent and free from third party influence. We offer unbiased, objective fee-based.

Sep 2011 - Jan 2022

Ceo, Managing Partner

Wealth Design Private Adv. Inc.

CEO, Managing Partner

Jun 2003 - Dec 2011

President

Affirmed Financial Management, Inc.

San Jose, CA

President

Jan 1991 - Jun 2003
Team & coworkers

Colleagues at Allworth Financial

Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →

KT Kathy Truong Kathy Truong Colleague at Allworth FinancialSacramento, California, United States, United States View → BA Benjamin Abraham Cfp®️ Chfc®️ Clu®️ Wmcp®️ Casl®️ Ricp®️Cfs Benjamin Abraham Cfp®️ Chfc®️ Clu®️ Wmcp®️ Casl®️ Ricp®️Cfs Colleague at Allworth FinancialGreater Indianapolis, United States View → JG Jairo Gomez Jairo Gomez Colleague at Allworth FinancialStockton, California, United States, United States View → LF Lisa Fulco, Cfp®, Cpwa®, Chfc®, Lutcf® Lisa Fulco, Cfp®, Cpwa®, Chfc®, Lutcf® Colleague at Allworth FinancialBel Air, Maryland, United States, United States View → NM Nicholas Mckenzie Nicholas Mckenzie Colleague at Allworth FinancialDallas-Fort Worth Metroplex, United States View → TB Travis Boudreau Travis Boudreau Colleague at Allworth FinancialShingle Springs, California, United States, United States View → NH Nathan Helms Nathan Helms Colleague at Allworth FinancialLa Jolla Shores, California, United States, United States View → SL Steve Lain Steve Lain Colleague at Allworth FinancialCincinnati, Ohio, United States, United States View → BR Britton Riley Britton Riley Colleague at Allworth FinancialCincinnati, Ohio, United States, United States View → JK Jonna Keefe Jonna Keefe Colleague at Allworth FinancialDurham, North Carolina, United States, United States View →
1 education record

David L. Johanson, Cfp, Cima, Ea education

FAQ

Frequently asked questions about David L. Johanson, Cfp, Cima, Ea

Quick answers generated from the profile data available on this page.

What company does David L. Johanson, Cfp, Cima, Ea work for?

David L. Johanson, Cfp, Cima, Ea works for Allworth Financial.

What is David L. Johanson, Cfp, Cima, Ea's role at Allworth Financial?

David L. Johanson, Cfp, Cima, Ea is listed as Experienced Independent Fee-Based Financial Advisory at Allworth Financial at Allworth Financial.

What is David L. Johanson, Cfp, Cima, Ea's email address?

AeroLeads has found 1 work email signal at @johansonfinancial.com for David L. Johanson, Cfp, Cima, Ea at Allworth Financial.

What is David L. Johanson, Cfp, Cima, Ea's phone number?

AeroLeads has found 4 phone signal(s) with area code 408 for David L. Johanson, Cfp, Cima, Ea at Allworth Financial.

Where is David L. Johanson, Cfp, Cima, Ea based?

David L. Johanson, Cfp, Cima, Ea is based in Campbell, California, United States while working with Allworth Financial.

What companies has David L. Johanson, Cfp, Cima, Ea worked for?

David L. Johanson, Cfp, Cima, Ea has worked for Allworth Financial, Johanson Financial Advisors, Inc., Wealth Design Private Adv. Inc., and Affirmed Financial Management, Inc..

Who are David L. Johanson, Cfp, Cima, Ea's colleagues at Allworth Financial?

David L. Johanson, Cfp, Cima, Ea's colleagues at Allworth Financial include Kathy Truong, Benjamin Abraham Cfp®️ Chfc®️ Clu®️ Wmcp®️ Casl®️ Ricp®️Cfs, Jairo Gomez, Lisa Fulco, Cfp®, Cpwa®, Chfc®, Lutcf®, and Nicholas Mckenzie.

How can I contact David L. Johanson, Cfp, Cima, Ea?

You can use AeroLeads to view verified contact signals for David L. Johanson, Cfp, Cima, Ea at Allworth Financial, including work email, phone, and LinkedIn data when available.

What schools did David L. Johanson, Cfp, Cima, Ea attend?

David L. Johanson, Cfp, Cima, Ea holds Bs, Economics from University Of California, San Francisco.

What skills is David L. Johanson, Cfp, Cima, Ea known for?

David L. Johanson, Cfp, Cima, Ea is listed with skills including Investments, Investment Advisory, Wealth Management, Alternative Investments, Asset Allocation, Investment Strategies, Portfolio Management, and Retirement Planning.

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