Stephen Johnson
Senior Wealth Advisor at Gold Family Wealth | New York City Metropolitan Area
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As a Senior Wealth Advisor at Gold Family Wealth, Stephen Johnson leverages his extensive expertise in behavioral finance and financial analysis to guide multi-generational families through the complexities of their financial landscapes. His role is pivotal in connecting the myriad moving parts of clients' financial lives, ensuring that each aspect is aligned with their long-term wealth goals. Stephen collaborates closely with a dedicated team of professional advisors, including tax specialists, estate planners, and investment strategists, to design and implement bespoke financial plans tailored to the unique needs and aspirations of each family he serves.
Currently, Stephen is spearheading several key projects that focus on holistic financial planning and investment strategies. He emphasizes the importance of retirement planning and risk management, utilizing his skills in forecasting and financial modeling to create robust investment portfolios that can withstand market fluctuations. His proficiency in mutual funds and insurance products allows him to craft comprehensive strategies that not only protect wealth but also foster growth over time.
Stephen's commitment to his clients is underscored by his belief in the power of education and transparency. He takes the time to demystify complex financial concepts, empowering families to make informed decisions about their futures. By integrating advanced financial tools, including Microsoft Excel for detailed analysis and scenario planning, he ensures that his clients are well-equipped to navigate their financial journeys. At Gold Family Wealth, Stephen Johnson is not just an advisor; he is a trusted partner dedicated to building and protecting the wealth of families for generations to come.
Senior Wealth Advisor at Gold Family Wealth in January 2024 to Present
Senior Vice President | Senior Wealth Advisor at Wilmington Trust in April 2022 to January 2024
Senior Private Client Advisor | Team Leader at GersteinFisher in January 2021 to March 2022
Senior Private Client Advisor at GersteinFisher in February 2016 to December 2021
Financial Planning Consultant at Barnum Financial Group in September 2011 to February 2016
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Behavioral Finance
Wealth Management
Financial Advisory
Financial Analysis
Quantitative Finance
Finance
Investments
Access
Mutual Funds
Budgets
Forecasting
Retirement Planning
Insurance
Strategic Financial Planning
Accounting
Management
Microsoft Excel
Financial Modeling
Estate Planning
Portfolio Management
Analysis
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Discover more about Gold Family WealthWhat is Stephen Johnson email address?
Email Stephen Johnson at [email protected] and [email protected]. This email is the most updated Stephen Johnson email found in 2026.
What is Stephen Johnson phone number?
Stephen Johnson phone number is +15173732518.
How to contact Stephen Johnson?
To contact Stephen Johnson send an email to [email protected] or [email protected]. If you want to call Stephen Johnson try calling on +15173732518. (updated on October 30, 2024)
What company does Stephen Johnson work for?
Stephen Johnson works for Gold Family Wealth
What is Stephen Johnson's role at Gold Family Wealth?
Stephen Johnson is Senior Wealth Advisor
What industry does Stephen Johnson work in?
Stephen Johnson works in the Non-Profit Organizations industry.
Stephen Johnson Email Addresses
Stephen Johnson Phone Numbers
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