Edward Johnson, CFP®, CLU®
Financial Advisor
See Ed’s posts below
Comprehensive Financial Planning • Investment Management • Retirement Strategies • Insurance • Tax & Estate Planning
Ed Johnson believes that financial planning is about far more than money, it's about helping people make wise decisions, protect the people they love, and create a lasting legacy.
For more than 35 years, Ed has dedicated his career to helping individuals, families, business owners, and professionals navigate life's financial opportunities and challenges with confidence. Since joining California Financial Partners in 2003, he has embraced a comprehensive planning philosophy that brings together investments, insurance, retirement planning, tax strategies, and estate planning into one coordinated financial plan.
Working in conjunction with CPAs, attorneys, and third-party administrators, Ed believes the best financial decisions are made through honest conversations, thoughtful education, and complete transparency. His mission is to help clients understand their options so they can make informed decisions with confidence. As an independent advisor, he values the freedom to recommend strategies based solely on what is in his clients' best interests rather than being limited by proprietary products.
Ed began his financial services career with Northwestern Mutual, where he spent 13 years specializing in life and disability insurance planning for individuals, business owners, professionals, and families with estate planning needs. As his clients' financial lives became increasingly complex, he recognized the need for a broader planning approach. That realization led him to transition to an independent advisory practice where he could provide more comprehensive, objective guidance tailored to each client's unique goals.
A graduate of Brigham Young University with a degree in Economics, Ed is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Life Underwriter® (CLU®). He also shares his passion for financial education through his weekly LinkedIn series, “Investment Insights”, where he offers practical perspectives on investing, retirement planning, taxes, insurance, trusts, and estate planning to help individuals become more informed and confident financial decision-makers.
Outside the office, Ed enjoys spending time with his six children and growing family of grandchildren. A lifelong advocate of health and fitness, he has completed more than 20 marathons, including the Boston Marathon in 2023 with his late wife, Monica, cheering him on from the sidelines. Today, while he still enjoys running, hiking, swimming, and strength training, his focus has shifted from pursuing personal records to preserving the health and vitality that will allow him to enjoy an active life for years to come. He believes the discipline, patience, and long-term perspective required for lifelong fitness are the same qualities that lead to lasting financial success.
After losing his wife of more than 40 years, Ed developed an even deeper appreciation for the importance of preparing families for life's unexpected transitions. That experience strengthened his commitment to helping clients protect those they love, prepare for the unexpected, and create a meaningful legacy for future generations.
Throughout his career, Ed has believed that the greatest measure of success is not the products he recommends, but the trust he earns and the relationships he builds. After more than three decades of helping clients—and through his own experiences in life—he has come to believe that success isn't about finishing first; it's about finishing well.