Jul 2024 - Present
AeroLeads people directory · profile
Toby Johnston Cpa, Cfp Email & Phone Number
Johnston Family | One small investment at a time
at
EquityFTW
2 work emails found
@mohlernixon.com
4 phones found area 253, 206, and 408
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Johnston Family | One small investment at a time
Location
Salt Lake City Metropolitan Area, United States, United States
Who is Toby Johnston Cpa, Cfp? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Toby Johnston Cpa, Cfp is listed as Johnston Family | One small investment at a time at EquityFTW, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at mohlernixon.com, phone signal with area code 253, 206, 408, and a matched LinkedIn profile for Toby Johnston Cpa, Cfp.
Toby Johnston Cpa, Cfp previously worked as Founding Investor at Equityftw and Investor at Johnston Family. Toby Johnston Cpa, Cfp holds Master'S Of Accountancy - Tax Emphasis, Taxation from Brigham Young University.
Company email context
Email format at EquityFTW
This section adds company-level context without repeating Toby Johnston Cpa, Cfp's masked contact details.
{first}@mohlernixon.com
89% confidence
AeroLeads found 2 current-domain work email signals for Toby Johnston Cpa, Cfp. Compare company email patterns before reaching out.
Profile bio
About Toby Johnston Cpa, Cfp
Proud to be a Founding Investor in EquityFTW, an Advice-Only Firm helping clients maximize their equity compensation and grow their personal balance sheet.I'm retired now, focused on my family and health and giving back to my community.Specialties: Certified Public Accountant (CPA), Certified Financial Planner (CFP)
Listed skills include Tax, Cpa, Income Tax, Finance, and 17 others.
Current workplace
Toby Johnston Cpa, Cfp's current company
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9 roles
Toby Johnston Cpa, Cfp work experience
A career timeline built from the work history available for this profile.
Investor
Current
Johnston Family
I invest my family account in public and private equity offerings.
Jan 2024 - Present
Executives National Practice Leader
My team offers comprehensive wealth management (tax, investment, and family office) for founders and executives. I specialize in stock option planning and qualified small business stock as well as estate planning for families with concentrated stock positions.
Jan 2018 - Dec 2023
Partner
I'm a partner in our Private Client practice helping individuals tax efficiently diversify and growth wealth.
May 2012 - Dec 2023
Private Clients Tax Leader
I lead the talented team of tax professionals at Moss Adams serving Private Client's wealth management needs. We help individuals with all their personal tax needs including tax return filings, income tax planning, and estate tax planning. Our team also has deep expertise with state taxes including residency transition planning. We are also able to help.
Jan 2022 - Jun 2023
Partner In-Charge, Silicon Valley Office
I lead our talented team of Moss Adams professionals in serving public and private clients across our assurance, tax, and consulting practices.
Jun 2019 - Jan 2022
Manager
Aug 2005 - Apr 2012
Vice President
Wealth Design, Llc
Temporary Position to Obtain Investment and Insurance Licenses - Managed tax department and financial planning compliance.
Nov 2004 - Aug 2005
Tax Senior
Tax Senior in the Personal Financial Planning Group. Specialized in tax planning and compliance for wealthy individuals and closely held businesses.
Sep 2001 - Nov 2004
2 education records
Toby Johnston Cpa, Cfp education
Master'S Of Accountancy - Tax Emphasis, Taxation
Brigham Young University
Bachelor'S Of Accountancy, Accounting
Brigham Young University
FAQ
Frequently asked questions about Toby Johnston Cpa, Cfp
Quick answers generated from the profile data available on this page.
What company does Toby Johnston Cpa, Cfp work for?
Toby Johnston Cpa, Cfp works for EquityFTW.
What is Toby Johnston Cpa, Cfp's role at EquityFTW?
Toby Johnston Cpa, Cfp is listed as Johnston Family | One small investment at a time at EquityFTW.
What is Toby Johnston Cpa, Cfp's email address?
AeroLeads has found 2 work email signals at @mohlernixon.com for Toby Johnston Cpa, Cfp at EquityFTW.
What is Toby Johnston Cpa, Cfp's phone number?
AeroLeads has found 4 phone signal(s) with area code 253, 206, 408 for Toby Johnston Cpa, Cfp at EquityFTW.
Where is Toby Johnston Cpa, Cfp based?
Toby Johnston Cpa, Cfp is based in Salt Lake City Metropolitan Area, United States, United States while working with EquityFTW.
What companies has Toby Johnston Cpa, Cfp worked for?
Toby Johnston Cpa, Cfp has worked for Equityftw, Johnston Family, Moss Adams, Wealth Design, Llc, and Kpmg, Llp.
How can I contact Toby Johnston Cpa, Cfp?
You can use AeroLeads to view verified contact signals for Toby Johnston Cpa, Cfp at EquityFTW, including work email, phone, and LinkedIn data when available.
What schools did Toby Johnston Cpa, Cfp attend?
Toby Johnston Cpa, Cfp holds Master'S Of Accountancy - Tax Emphasis, Taxation from Brigham Young University.
What skills is Toby Johnston Cpa, Cfp known for?
Toby Johnston Cpa, Cfp is listed with skills including Tax, Cpa, Income Tax, Finance, High Net Worth Individuals, Estate Planning, Series 7, and Financial Planners.
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