Robert Johnson III, CFP®, ChFC®, CLU®, CDFA®, MBA
Founder & Managing Partner
As a CERTIFIED FINANCIAL PLANNER™ professional, my practice focuses on Wealth Management, which incudes financial and retirement planning for professionals and businesses. I also provide group benefits services for several school districts, municipalities and non-profit organizations.
What Clients Can Expect of Me
Educational Approach - My goal is to fully explain financial planning topics and alternatives in an easy to understand manner.
Simplicity - Life is complicated enough without owning a lineup of financial products and services that are not coordinated or are too difficult to understand.
Communication – While clients are encouraged to reach out to me at any time, I proactively contact them to keep them informed of relevant changes and topics that may impact them.
Providing Options – Understanding a client's current portfolio of products and services is the first step, followed by reviewing alternatives so they can make an informed decision on how to move forward.
My Investment Advisory and Planning Services include:
Investment Portfolio Management using independent research to provide our clients with portfolio analysis, monitoring and rebalancing.
Pre and post Retirement Planning to help individuals and families create and implement strategies for the accumulation and income distribution phases of retirement.
Pre and post Inheritance Planning to help individuals and families make wise decisions based on their goals and objectives.
My Insurance Services include:
Providing guidance for the purchase of the proper insurance coverages for both individuals and groups (Life, Long Term Care, Disability, Health). The goal is to minimize your financial exposure to risks which could create a financial loss.
To stay on top of my game and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams to earn the following designations and licenses:
CERTIFIED FINANCIAL PLANNER™ professional
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
FINRA Series 7 & 66
Life, Health and Long Term Care Insurance Licenses
My professional awards and acknowledgements include:
Top 40 Under 40 Advisor (Investment News June 2015)
Qualifying Member of Million Dollar Round Table
Qualifying Member of Equitable Sterling Group
Equitable Centurion Production Requalifier (2011, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
My academic background includes:
Bachelor of Science in Business Administration
University of Illinois at Urbana Champaign
Master of Business Administration
University of Illinois at Chicago
My education, experience and professional affiliations have fostered my practical approach to offering financial advice and retirement planning services to my clients. First, I consider their specific financial goals and investment objectives. Next, by working together, we formulate a strategy to help them work toward their goals. Then, I recommend the appropriate products and services to help them execute their strategy.
CFP® CERTIFIED FINANCIAL PLANNER™ professional CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Optimal Planning Partners, Inc. is not owned or operated by Equitable Advisors, LLC or its affiliates.
