Erik Johnson

Director, Financial Planning at Edelman Financial Engines-Mokena, IL

Role
Director, Financial Planning at Edelman Financial Engines
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Erik Johnson

For over twenty years I\'ve worked to impact people\'s lives by helping my clients reach…

Experience

  1. Director, Financial Planning

    Edelman Financial Engines

    Oct 2011 — Present · Mokena, IL, US

    You can’t get anywhere in life without a plan. That is why we make it our mission to deliver comprehensive retirement and financial planning to millions of mainstream Americans. Over the past 20 years, we’ve helped millions of everyday Americans prepare for a more secure retirement, and now we’re bringing high-quality help to millions more people just like you. It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. We provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, college, health care - the full picture - all while putting your best interests first as we act in good faith, loyalty and care as fiduciaries. As an advisor at Edelman Financial Engines, I work hard every day on behalf of my clients and would welcome the opportunity to work on your behalf, too. Please reach out any time for more information.

Education

  • Loyola University Chicago

    BA

    1989 — 1993

Skills

  • Financial Advisory
  • Uniform Combined State Law
  • Series 7
  • Financial Planning
  • Financial Services
  • Investment Strategies
  • Securities
  • Estate Planning
  • Retirement Planning
  • 401k
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Saving for Education
  • Wealth Management
  • Retirement
  • Strategic Financial Planning
  • Investments
  • 401(K) Retirement Savings Plans
  • Investment Advisory
  • Insurance
  • Finance
  • Financial Goals
  • Financial Education
  • Income Tax
  • Personal Financial Planning

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Erik Johnson — Director, Financial Planning at Edelman Financial Engines in Chicago, IL, US | Unifers