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portrait of Stephanie C Johnson
FINANCIAL ADVISOR

Stephanie C Johnson

CEPA®, CRPC™, CRPS™
350 Indiana St Suite 875, Golden, CO 80401opens in a new window
Accepting New Clients
CallSend Me a Message

About Stephanie

My branch is committed to supporting over-scheduled women and business owners with competing financial goals so that they have the confidence to retire in the comfort they have dreamt. My clients receive regular check-ins on goal progress to prevent competing goals from derailing them from their plans. My support team and I partner with your trusted team of professionals, including accountants and attorneys, to create a holistic approach to your financial path.

As your financial advisor, I will:
• calculate your savings strategy to meet your lifestyle goals
• relentlessly remind you to book your planned trip of a lifetime, send the invitations...

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Divorce Finances
  • Sustainable investing
  • Intergenerational Planning

Work History

  • Edward JonesJuly 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Missouri Uni of Science & TechBachelor of Science

Personal Interests

  • Camping
  • Fishing
  • Hunting
  • Cooking
  • Spending Time with Family

Team Members

  • Cortney Collinsworth
    Sr. Branch Office Administrator
  • Deb Schempf
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(303) 237-4338

Fax

(800) 669-8075

Office Address

350 Indiana St Suite 875
Golden, CO 80401opens in a new window

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