Verified recordInvestment Management

Aaron Johnson

Financial Advisor, Located at Virginia Credit Union at Cuna Brokerage Services, Inc

Based in Murrieta, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Murrieta

Industry

Investment Management

Company size

81

Contact information

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Email

1 credit

a•••••••@cunabrokerage.com

Phone

5 credits

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Background

About Aaron Johnson

I help individuals and families increase their financial confidence by creating realistic and detailed financial plans. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As a financial advisor, I want to improve the lives of my clients. I entered the financial services industry to make a difference in people’s lives. I want to help them improve their current situation and get them on track for having the retirement that they envision. I help keep my clients on track by meeting at least once a year to review their portfolios and to discuss any life changes that may affect the need to make alterations to the plans we have in place. Communication and follow up are the keys to a good working relationship. I have my Chartered Retirement Planning Counselor (CRPC) designation and have 15 years of experience as a Financial Advisor. I am prepared to help you and your family to and through a comfortable retirement. In my spare time, I enjoy investing in my family — there’s no better investment than that! I enjoy volunteering with my church and teaching financial education classes. I also enjoy golf, CrossFit, and spending time with the family at the beach and at Disney World. Advisory services are offered by Bridger Financial Services, LLC a Registered Investment Advisor in the State of California. Insurance products and services are offered through Duane Johnson Group, LLC (CA License # 0M41260), an affiliated company. Bridger Financial Services, LLC and Duane Johnson Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

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