Kristopher Johnson (CFP®)
Kristopher Johnson focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Alternative or Private Investments
- Business Owners
- Charitable Giving
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
Kris specializes in designing financial plans that maximize the probability of clients achieving their "Measurable Objectives." He has particular expertise in retirement transition analysis, advising on income, portfolio withdrawal, and tax strategies that set a solid foundation for a successful retirement. Kris is skilled at aligning investment portfolio structure to specific retirement needs.
Kris also has substantial experience with complex corporate executive compensation structures (deferred compensation, restricted stock, stock options, etc.) and strategies and advanced retirement and tax strategies for business owners. Charitable giving strategies are also an area of expertise.
Additional Information
Kris began his career in the investment industry in 2000. Following a short two-year stint with an investment management firm, he spent the next 16 years with an hourly financial planning firm where he served as the chair of the investment committee and was the primary advisor for over 200 active client relationships. After moving to Arizona with his family in early 2017, Kris joined Stone Island Financial Planning (formerly South Georgia Capital, LLC) in April 2018 to bring in-depth financial planning services to the firm's established client base. Through an affiliated entity, Raintree Capital Management, LLC, Kris serves as portfolio manager of a proprietary multi-strategy fund, available to risk-conscious accredited and qualified investors.
NAPFA Start Date
April 05, 2018
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