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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.
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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.
David Johanson
Partner Advisor
Designations: 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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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.
More About David:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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30 Years in Business
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