Brad Johnston, CPWA
Managing Director, Partner
Brad serves as a Managing Director, leading a team of Wealth Managers who work directly with clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Brad has over 40 years of experience in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. His approach focuses on a thorough understanding of your circumstances in order for his team to provide you with a truly customized plan to help achieve your goals. Prior to joining Creative Planning, Brad led his own registered independent advisory firm for 25 years, where he offered comprehensive wealth management solutions for corporate executives, family business owners, and individuals.
Brad holds a Bachelor degree in Economics from the University of Minnesota. He is also a Certified Private Wealth Advisor (CPWA®) as designated by the Investments & Wealth Institute. Brad is also the author of More Than Money: Wealthcare for Your Life and Loved Ones. He and his wife, Maggie, have five children and five grandchildren. In his spare time, Brad enjoys travel, family, backroad biking, and golf.
Articles by Brad Johnston, CPWA
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