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Dani Johnson, CFP®

Wealth Manager

Dani serves as a Wealth Manager, working directly with her 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.
With more than a decade of experience in the financial services industry, Dani offers her clients a truly comprehensive planning experience. Prior to working with Creative Planning, Dani was a relationship manager at a boutique wealth management firm specializing in creating retirement plans for Continental, United Airlines and Southwest pilots. Dani's entire professional career has a foundation in service to others, and after five years as a financial planner for Creative Planning, she recently took a two-year hiatus to work in ministry full time.

Dani received her Bachelor of Science degree in finance from Louisiana State University. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

When not working, Dani loves reading, adventuring in nature with her dog, and mentoring individuals she has cared for in ministry. While financial planning is the medium in which she uses her skills, her passion is found in leading people to find their purpose and ultimately make a difference.

Articles by Dani Johnson, CFP®

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