Scott Johnson, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a third generation financial advisor. He started his career in the financial services industry in 1993 where he worked for an investment banking firm on Wall Street for 4 years. In 1999 Scott joined Morgan Stanley and soon became a retirement plan branch coordinator for Morgan Stanley’s Mesa and Scottsdale, Arizona branches. Scott is FINRA Series 65 licensed and he is a Qualified Plan Financial Consultant (QPFC) with the American Society of Pension Professionals and Actuaries (ASPPA). Scott has also earned the Accredited Investment Fiduciary (AIF®) designation which sets him apart in the industry as an advisor who is legally bound to always act in the best interest of his clients and maintain the highest ethical standards under the law.
To earn the CFP® designation Mr. Johnson had to have a minimum of 3 years financial planning experience, complete a rigorous 6 month college graduate course of study in the areas of Ethics, Insurance, Investments, Retirement, Taxation, and Estate Planning, and then pass a comprehensive two day, 10 hour exam. Only 1% of advisors in the financial services industry have earned the CFP® designation.
Scott holds a B.A. from Brigham Young University and lives with his wife and 4 daughters in Mesa, Arizona. Scott is an avid runner and triathlete. He counts completing the Ironman and two Boston Marathons among his many accomplishments.