All of us from Johanson Financial Advisors are right where we’ve always been, here in Campbell, though we’ve recently formed an exciting new partnership with award-winning, Sacramento-based, Allworth Financial.
As is Johanson, Allworth Financial is still run by its original founders, Scott Hanson and Pat McClain. These two highly regarded industry leaders not only mirror our devotion to client satisfaction, but they were also recently awarded a “Best in Class” designation by the National Business Research Institute, which places Allworth Financial among the most admired brands in the financial services industry.
While your advisor, financial plan, asset custodian, and even our office location will all remain the same, our partnership with Allworth means we’ll soon be adding some terrific new technologies, more educational materials, and, in the future, a broader range of estate planning and tax preparation options.
We will be receiving new email addresses, but in the meantime, you can continue to contact us at our @johansonfinancial.com emails or by phone at (408) 404-0009. We will keep you updated when we have new emails and contact information for the team.
Until we're fully coordinated with Allworth, you can continue to access your accounts using the logins at the top of this page.
You’ve been re-directed to the Allworth Financial website, where you’ll find us folks from Johanson awaiting the opportunity to help you reach your investment and financial goals, and, of course, working together to create a plan that will help you retire better.
Thank you for the trust you’ve placed in the team here at Johanson. We look forward to seeing you either in-person, or via videoconference, soon.
You can learn more about our friends at Allworth Financial, here.