Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® Email and Phone Number
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® work email
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Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® personal email
As a dedicated Financial Planner holding CFA®, CAIA®, CFP®, CPWA®, and CEPA® certifications, I specialize in formulating bespoke wealth management strategies for high-net-worth individuals and enterprising families. My proficiency extends to detailed portfolio construction, in-depth financial analysis, and comprehensive estate planning.My professional journey, including roles at Sanibel Captiva Trust Company and Sabal Trust Company, has been marked by a steadfast commitment to excellence as a Principal and Portfolio Manager. These experiences have not only deepened my understanding of wealth management complexities but also reinforced the value of collaboration.Central to my approach is the partnership with my clients other professionals such as CPAs, Attorneys, and Insurance professionals. I believe in a multidisciplinary approach to financial planning, where legal and tax strategies are integrated seamlessly with wealth management. This collaboration ensures a holistic view, addressing all facets of a client's financial landscape.My approach is not just about managing assets but about fostering relationships and building trust with both clients and their trusted advisors.
Fourthought Private Wealth (Fourthought Financial Partners, Llc)
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Financial PlannerFourthought Private Wealth (Fourthought Financial Partners, Llc) Aug 2023 - PresentVenice, Fl, UsAs a financial planner for FourThought, we emphasize holistic planning, ensuring we understand your concerns and goals, so you are not living under the control of markets or other outside forces. We always ask two questions: “Am I going to be okay?” and “Do I have any blind spots?”I assess the financial needs of individuals and help them with decisions on investments, such as bond ladders, stocks, CDs, IRAs, 401Ks, and insurance. We’ll plan for long- and short-term goals and help educate clients about their investment options and potential risks. I monitor clients’ accounts and determine if any changes need to be made to help improve financial performance, accommodate life changes, and research investment opportunities.
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Principal - Portfolio ManagerSabal Trust Company Nov 2021 - Aug 2023St. Petersburg, Fl, Us -
Vice President - Portfolio ManagerSanibel Captiva Trust Company Sep 2019 - Nov 2021Sanibel, Florida, Us -
Vice President - InvestmentsSanibel Captiva Trust Company Feb 2017 - Sep 2019Sanibel, Florida, Us
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Investment Technology AssociateSanibel Captiva Trust Company Apr 2015 - Feb 2017Sanibel, Florida, Us
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Personal Banker5/3 Bancorp Jan 2015 - Apr 2015
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Investment Associate InternGyroscope Capital Management, Llc. Sep 2014 - Dec 2014-Assembled a Policy and Procedures manual for a growing company by observing day to day operations, protocols and procedures.-Received training in using SmartStation, trading using the Fidelity platform as well as the firms security selection process.-Coded and formatted a multiple worksheet Excel workbook that helped to streamline the company's stock selection process as well as provide more fundamental analysis for company's the firm was interested in investing in.
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Financial AnalystTerracap Management, Llc Oct 2013 - May 2014Naples, Florida, Us• Conducted commercial real estate market research in the Southeastern United States in numerous markets including Fort Myers, Atlanta, Tampa and Orlando.• Underwrote numerous commercial office and industrial deals that I sourced through online sources as well as personal relationships.• Assisted in producing marketing material for properties TerraCap owned to help assist in the sale of those assets.• Created two Excel templates that were used companywide on a weekly basis. -
Sales LeadOakley Mar 2013 - Sep 2013Foothill Ranch, Ca, Us -
Retail Sales AssociateOakley Nov 2011 - Apr 2013Foothill Ranch, Ca, Us
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® Skills
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® Education Details
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Florida Gulf Coast UniversityBusiness Finance -
East Ridge High School
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Florida Trust & Wealth Management SchoolTrust & Wealth Management
Frequently Asked Questions about Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa®
What company does Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® work for?
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® works for Fourthought Private Wealth (Fourthought Financial Partners, Llc)
What is Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa®'s role at the current company?
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa®'s current role is Financial Planner at FourThought Private Wealth.
What is Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa®'s email address?
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa®'s email address is jj****@****tco.com
What schools did Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® attend?
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® attended Florida Gulf Coast University, East Ridge High School, Florida Trust & Wealth Management School.
What are some of Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa®'s interests?
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® has interest in Investments, Outdoor Sports, Sales, Finance.
What skills is Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® known for?
Joel Johnson, Cfa®, Caia®, Cfp®, Cpwa®, Cepa® has skills like Microsoft Office, Microsoft Excel, Sales, Financial Analysis, Leadership, Investments, Public Speaking, Customer Service, Market Research, Powerpoint, Microsoft Word, Social Media.
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