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Johnson Capital Global Advisory L.L.C.

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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Dana J

Series 63, Series 65

Jersey City, NJ

Johnson Capital Global Advisory L.L.C.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at Wilmington Capital Securities LLC and Santander Securities LLC. Outside of his advisory work, he has served as a substitute teacher at the Hoboken School of Education and works as a transportation driver. Johnson Capital Global Advisory L.L.C. is an independent firm serving a small number of individual and small-business clients, focusing on financial planning, portfolio management, and business consulting. The firm manages primarily non-discretionary accounts with an investment approach centered on value investing and broad diversification, and it offers a wrap-fee program alongside educational workshops.

Income planning Cash flow / budgeting Debt management Retirement withdrawal strategies Active portfolio management Self-Employed Executive Mid-Career Professionals Approaching retirement
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