Meet Chuck Johnson, CFP®
Chuck Johnson, CFP® began his financial services career in 1989 at American Express Financial Advisors after earning his degree in Mechanical Engineering from UConn. When he first joined the financial services industry, he knew his analytical ability could be applied to help clients focus on the various ways to improve their current financial situations.
He earned his Certified Financial Planner designation in 1993 to help him strengthen his knowledge and skills.
He joined AdviceOne in January of 2005, impressed with the systems that were already in place, knowing that more would be created in the unique environment of continuous improvement. He understood these systems would allow advisors to help maximize as well as monitor client outcomes and allow them to achieve their long-term goals.
Fun facts about Chuck
- Plays racquetball several times per week including tournaments
- Avid fan of the NY Giants, NY Mets, and UConn Huskies
- Is a voracious reader and film buff
“The planning team at AdviceOne allows advisors to move seamlessly between meetings and help us get a lot accomplished in a day. The experience, skills and backgrounds of the advisors are remarkable. The systems that we have in place are constantly improving, and I am still amazed at their complexity. The focus here is on the development of the advisors, planning team and systems enabling us to more effectively assist our clients."
AdviceOne came highly recommended from several colleagues. My 41-year career at Pratt & Whitney exposed me to world-class operating systems and AdviceOne’s breadth of knowledge stood out head and shoulders above the competition. They run every scenario you can possibly dream up to ensure you are well positioned. Our advisor Chuck Johnson spent many quality sessions helping us. When a retirement package came along, Chuck and Dani Wrubel walked with me through every step of the process with the utmost care. I witnessed others struggling but because of AdviceOne I was at ease throughout the transition.
Patty Evans
Retired, Pratt & Whitney
I had talked with a number of colleagues who were clients of AdviceOne regarding their practice and the feedback received was always consistent and positive. The fact that most AdviceOne clients worked for United Technologies Corporation (now RTX), was a plus as AdviceOne was very familiar with how our corporate 401(k) worked.
Do we trust that AdviceOne has our best interests in mind, and makes decisions that positions us to attain our personal financial goals? The answer is yes, without a doubt. The decision to retire could not have been made without their assistance. They ultimately made early retirement possible before age 58.
All the employees have been professional and great to work with including the Client Liaisons who play an important role in the daily operations.
We are nearing our 10-year anniversary since our first meeting with AdviceOne and look forward to a long and strong relationship with them as we enjoy retirement.
Jim Apicello
Pratt & Whitney
My wife Lynn and I have been clients of AdviceOne for over 10 years. Tim Miller and Chuck Johnson have been our advisors for that entire time which really gives us a sense of commitment and tremendous dedication from AdviceOne.
Their personal attention goes way above and beyond what I could have ever expected. The benefit from AdviceOne that I really believe is what convinced us to go with them from day 1 was the life plan that they build along with you. It very clearly lays out what type of financial situation you will be in from an income and spending perspective for the short- and long-term. But there are many services and deliverables that are provided that really make for a comforting experience – especially during times of uncertainty in the market.
Over the years I have sent several of my peers within the Digital Organization at PWA to AdviceOne. I do this because I firmly believe AdviceOne has the client-first mindset and ALWAYS strives to simplify the entire financial planning service for them.
I could not be happier with the service provided by AdviceOne – I rely on them for my entire financial well-being!
Paul Pandolfi
Pratt & Whitney
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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