Brad Johnson, CFP®, CLU®, ChFC®, LUTCF®

Brad Johnson, CFP®, CLU®, ChFC®, LUTCF®

Partner
Office: 805.347.1979
Fax: 805.345.1980
E-mail:
 

Brad Johnson is a co-founder and partner of Central Coast Visionary Insurance & Financial Services, LLC. Brad joined New York Life, as an agent, in 1998. In September of 2005, Brad and Randy Giorgi formed Visionary Insurance & Financial Services, a firm that focuses on wealth transfer and business succession planning using state-of-the-art estate planning techniques to analyze and monitor their clients' estates*.

Brad received his B.S. degree in business administration from California Baptist University. Brad is also a member of the National Association of Insurance & Financial Advisors and a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.

Brad has earned his Certified Financial PlannerTM designation from the Certified Financial Planner board of Standards, Inc. Brad has also earned, from the American College, the designations of Chartered Life Underwriters®, Chartered Financial Consultant® and Life Underwriter Training Council Fellow®.

Brad, his wife Barbara and son Chase currently reside in Santa Maria, CA.

CA Insurance Lic # 0C40842

*Neither Central Coast Visionary Insurance & Financial Services, LLC nor Brad Johnson provides legal or tax advice. Please consult your professsional advisors regarding your particular situation.