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."

Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.

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