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Charles J

Series 65

Glencoe, AL

Longview Financial Advisors, Inc.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

General retirement planning Retirement income strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Retired Founder/Business Owner
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Jessica S

CFP®

Huntsville, AL

Longview Financial Advisors, Inc.

Jessica Smith is a CFP® professional with 17 years of experience in financial advising. She has been with Longview Financial Advisors, Inc. since 2010. Longview Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and emphasizes client objectives through Investment Policy Statements while offering both discretionary and non-discretionary advisory services.

General retirement planning Retirement income strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Retired Founder/Business Owner
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Phillip G

CFP®

Murfreesboro, TN

Longview Financial Advisors, Inc.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.

General retirement planning Retirement income strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Retired Founder/Business Owner
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