Jeff Johnson has been helping individual and small business clients with tax and financial planning for over 15 years. Utilizing a comprehensive planning approach he works with clients on strategies for paying less tax and protecting their assets.

He also works with owners of closely-held businesses by providing employee benefit strategies, business succession plans, and business appraisals.

Starting with a degree in finance from the University of North Dakota, Jeff has continually increased his financial education. He currently holds the industry designations of Enrolled Agent (EA) and Certified Financial Planner (CFP®). In addition, he holds a life and health insurance license from the state of California.

Jeff is a member of the California Society of Enrolled agents and the Financial Planning Association.