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Stephen J

CFP®, Series 63, Series 65

Woodbridge, NJ

Cetera

Stephen Johnson Sr. is a CFP® with 26 years of experience in the financial industry. He has worked with Cetera since 2007, including roles at Cetera Investment Services LLC and Columbia Bank. Outside of his advisory work, he serves as a fixed income investment consultant on a voluntary basis for the Center for Vocational Rehabilitation. Cetera Investment Advisers LLC is a large SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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