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Bera Wealth Advisors tailors each client financial plan to effectively organize and manage wealth and educate individuals and families on decision making for their best balance of spending and saving. We engage with our clients to create a proactive plan for cash flow management, investments, risk management, and planning for education, retirement, and legacy. Bera Wealth Advisors puts clients in command of their future with objectivity, analysis, and expertise.
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Private Wealth AdvisorBera Wealth Advisors Jun 2003 - Present -
Wealth Management AdvisorNorthwestern Mutual Financial Network Jun 2002 - PresentMilwaukee, Wi, Us -
SalesWolohan Lumber Jun 1997 - Oct 2001I started working at the lumber yard with my father when I was 14 years old. This was my first job and I stuck with it through most of college (up to and a little past starting my college internship with Northwestern Mutual). I learned how to do just about everything (selling the product to driving the truck). Most importantly I learned how to work with many different types of people. A lot of those people are still great friends and along the way have become wonderful clients.
Heath Johnson Skills
Heath Johnson Education Details
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Central Michigan UniversityAccounting And Finance -
The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Heath Johnson
What company does Heath Johnson work for?
Heath Johnson works for Bera Wealth Advisors
What is Heath Johnson's role at the current company?
Heath Johnson's current role is Founder & Partner.
What is Heath Johnson's email address?
Heath Johnson's email address is he****@****mfn.com
What is Heath Johnson's direct phone number?
Heath Johnson's direct phone number is +150952*****
What schools did Heath Johnson attend?
Heath Johnson attended Central Michigan University, The American College Of Financial Services.
What skills is Heath Johnson known for?
Heath Johnson has skills like Wealth Management.
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