Eric Johnson joined Personal Financial Group as a Private Wealth Manager in March of 2015. Eric’s primary focus is to help his clients identify and pursue their goals at every state of their lives, from the birth of a child to sending children to college; from planning for healthcare costs in retirement to leaving the legacies they desire. He is committed to helping clients build, preserve and decide how their wealth will be passed on to the next generation, their philanthropies of choice or both.
Eric has over 30 years of experience, providing investment recommendations to individuals and small businesses in the areas of cash management, portfolio allocation, retirement and estate planning services. He is passionate about developing customized wealth management strategies and about helping you stay focused on them during the ups and downs of the markets.
Eric’s mission is to understand you and your priorities. To understand in great detail where your wealth stands today and where you’d like it to be tomorrow. This approach is all about helping you turn your wealth goals into reality.
Eric received his BBA degree in Finance from the University of Oklahoma in 1987 and has lived in the Kansas City area for 32 years with his wife, raising four children.