David Johanson
Partner Advisor
CFP®, CIMA®, CPWA®, EA
With more than 30 years of financial sector experience, David Johanson is a CERTIFIED FINANCIAL PLANNER® professional and 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. 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 the proud grandfather to 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.
My process begins by getting to know each client on a personal level. I believe that effective financial planning starts with understanding—not just the numbers, but the individual behind them. That means learning about a client’s likes, dislikes, values, and overarching goals. Through thoughtful conversations and detailed questions, we uncover what truly matters to them.
From there, we gather key financial information—such as statements, balance sheets, and tax returns—to build a clear picture of their current financial landscape. But we never jump into recommendations without first taking the time to dive deeper. Every conversation helps shape a plan that’s both strategic and personal.
As a fiduciary, I’m committed to delivering thoughtful, honest analysis and ensuring that each recommendation aligns with the client’s best interests. My clients can expect a collaborative process where we carefully evaluate investment, tax, estate, and gifting strategies to ensure they’re aligned with both short- and long-term goals.
Over the years, many of the clients I’ve worked with have come to feel like family. That sense of connection is what continues to drive me—both personally and professionally. I’ve always had a strong desire to improve and refine the way I approach financial planning, and it’s incredibly fulfilling to use that passion to help clients pursue their goals and realize their dreams. Helping others build a strong financial future is not just my profession, it’s something I truly care about.
CFP®: CERTIFIED FINANCIAL PLANNER®
CIMA®: Certified Investment Management Analyst®
CPWA®: Certified Private Wealth Advisor®
EA: Enrolled Agent
Through all these years, our clients have become family. 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.
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