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Agatha Johnson (CFP®, CPWA®)

Agatha Johnson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Middle Income Client Needs

Planning Specialties

 Agatha specializes in generational family wealth planning as well as financial planning and wealth management with a life coaching element in her firms planning process.

 

Additional Information

Agatha Johnson's additional certifications are:  Certified Private Wealth Advisor and Certified Executive Coach.

NAPFA Start Date

June 05, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

231 S Phillips Ave Ste 203 Sioux Falls, SD 57104-6326 Phone: (605) 275-9181
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Other Offices

405 8th Ave NW Ste 302 Aberdeen, SD 57401-2765 Phone: (605) 262-0308
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