Santa Clara University - Leavey School of Business
BSC (Finance, Economics)
1977 - 1979
Collaborative Practice Training
Completed all Collaborative Practice education requirements, including mediation training. (Trusts, Estates and Eldercare)
2012 - 2017
The Heritage Institute
(Inter-generational wealth transfer.)
2013 - 2014
Landmark Education
(Communications and leadership.)
2007 - 2011
Money Quotient
Peter Johnson's Skills
Teaching
Financial Planning
Management
Asset Management
Retirement Planning
Investments
Strategic Planning
Leadership
Strategy
Integration
Peter Johnson's Summary
Peter Johnson, based in California, United States, is currently a Principal at PWJohnson Wealth and Legacy, LLC at PWJohnson Wealth & Legacy, LLC, bringing experience from previous roles at PWJohnson Wealth & Legacy, LLC and Benham Capital Management. Peter Johnson holds a 1977 - 1979 BSC in Finance, Economics @ Santa Clara University - Leavey School of Business. With a robust skill set that includes Teaching, Financial Planning, Management, Asset Management, Retirement Planning and more, Peter Johnson contributes valuable insights to the industry. Peter Johnson has 1 email on RocketReach.