Jill Johnson, CFP®Candidate

Jill Johnson, CFP®Candidate

Los Angeles Metropolitan Area
1K followers 500+ connections

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About

Jill Johnson is a distinguished financial expert with over 25 years of experience. She…

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Experience

  • ALIA Graphic

    ALIA

    Woodland Hills, California, United States

  • -

    Encino, California

Education

  • California Lutheran University Graphic

    California Lutheran University

    Area of Degree Study

    - Acquired comprehensive knowledge and advanced skills in financial planning and management.
    - Gained expertise in developing strategic financial plans tailored to diverse client needs.
    - Fulfilled educational requirements for the CFP® Certification Exam.
    - Deepened understanding of market trends and regulatory environments.
    - Enhanced proficiency in navigating complex financial scenarios and delivering innovative solutions.
    - Committed to staying…

    Area of Degree Study

    - Acquired comprehensive knowledge and advanced skills in financial planning and management.
    - Gained expertise in developing strategic financial plans tailored to diverse client needs.
    - Fulfilled educational requirements for the CFP® Certification Exam.
    - Deepened understanding of market trends and regulatory environments.
    - Enhanced proficiency in navigating complex financial scenarios and delivering innovative solutions.
    - Committed to staying ahead in an increasingly complex and dynamic career field.
    - Equipped with the tools to help finance professionals maintain competitiveness in the evolving market.

  • -

    Areas of Study
    -explore a range of life insurance and investment products
    -examine risk management for retirement and estate planning
    -address special family situations and charitable giving
    -and clients who own businesses

  • -

Licenses & Certifications

  • Certified College Planning Specialist

    National Institue of Certified College Planners

Volunteer Experience

  • Corridor Economic Development Graphic

    Board Member

    Corridor Economic Development

    - 7 years 1 month

    Economic Empowerment

  • Board Member

    Sierra Canyon School

    - Present 15 years 11 months

    Education

    -annual fundraising
    -assisted in the bringing more multi cultural experiences through art and various lecturers on campus
    -fostered awareness and implemented the Diversity component of our Strategic Plan to insure as our student body continues to grow, the students will continue to benefit from celebrating an all inclusive multi cultural experience from early Kindergarten to grade12.

Organizations

  • National Association of Insurance & Financial Advisors

    Member

    - Present

  • National Institute of Certified College Planners

    Certified College Planning Specialist

    - Present

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