David Johanson

Partner Advisor

CFP®, CIMA®, CPWA®, EA®

With over 30 years of financial sector experience, David Johanson is a partner advisor in Allworth’s Campbell, California, office. In addition to numerous industry credentials, David holds a Bachelor of Arts degree in Economics from the University of San Francisco. “Through all these years, our clients have become family,” he said. “When it comes to financial planning, both personally and professionally, I have always had the desire to optimize what I was doing, and I love helping clients achieve their goals and dreams.” An avid volunteer who served as the Chairman of the Board for several years at “Services for Brain Injury” in San Jose, California, David is the father of four children and 11 grandchildren. In his spare time, he enjoys golf, skiing, exercise, exploring the beautiful Bay Area, and traveling the world with his wife of more than 40 years.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more