Your Financial Advisor 

David F. Johnson, CFP®                                                                                                                                                                                                    847-483-6039

People struggle dealing with the tough questions of their personal and business finances. Dave can help provide you, your family, and your business with the rewards of personalized wealth management. No matter whether you want to save for a child’s college education, your own personal retirement, generate income, or build and preserve wealth, Dave can develop a comprehensive plan to meet your needs.

Through our comprehensive financial review process, Dave is able to determine his clients’ needs, objectives, and risk tolerances and, thus, tailor a unique investment plan. Clients have the confidence and peace of mind knowing that their money is being professionally managed and positioned to help meet their financial goals. Through ongoing client education and a focus on caring personal service, Dave builds lifelong relationships with his clients. He is proud that he has several families where his clients span multiple generations.

Dave has an extensive background in the financial services industry that goes back more than 12 years, with the last ten years based in Arlington Heights/Mount Prospect. During that time, he has often worked in conjunction with clients’ attorneys and accountants. Before he worked in the financial services industry, he spent 11 years in small business. Dave has a B.A. degree from North Park College and an MBA from DePaul University. Dave recently completed the CERTIFIED FINANCIAL PLANNER™ certification education program through Northwestern University’s School of Continuing Studies and is a CFP® Professional.

Dave lives in Barrington with his wife, Sue, and son, Matt. He is actively involved in Matt’s many sporting activities. In addition, Dave has served on the Foundation Board of the Lutheran Home in Arlington Heights since 2003. 

If you are looking for an advisor with integrity, who is dedicated to your financial needs and stays abreast of the ever changing financial landscape, call to schedule an appointment with Dave.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.