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Jack J
CFP®, Series 65
Roseville, CA
Sierra Financial Planning & Asset Management
Jack Johnson is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been the sole advisor at Sierra Financial Planning & Asset Management in Roseville, CA since 2003. Johnson holds both CFP® and CPA credentials and has a background in accounting and financial management. Sierra Financial Planning & Asset Management provides financial planning and portfolio management services for individual clients, utilizing a globally diversified, index-oriented, buy-and-hold investment approach. The firm primarily manages non-discretionary assets and negotiates flat advisory fees, delivering comprehensive written plans, annual in-person reviews, and quarterly performance reports.
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