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.