Robert Johnson Email & Phone Number
Managing Partner @ Optimal Planning Partners, Inc.
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Robert Johnson Location
- Oak Brook, IL, US
Robert Johnson Work
- 2020 -now Financial Advisor @
- 2020 -now Managing Partner @
- 2020 -now Financial Advisor @
- 1987 -2020 Financial Consultant @
Robert Johnson Education
- The Wharton School
(RETIREMENT PLANNING SPECIALIST)
2007-2007 - The American College of Financial Services
Chartered Financial Consultant Certification
1993 - college for financial planning
Certified Financial Plannerâ„¢ professional (Wealth and Risk Management, Estate Planning, Employee Benefits and Taxation)
1990 - Roosevelt University
Masters (Public Administration)
1975-1977 - Eastern Illinois University
BA (Political Science)
1973-1975 - DePaul University
(Political Science)
1971-1973 - The American College of Financial Services
Chartered Life Underwriter Certification
Robert Johnson Skills
- Wealth
- Financial Analysis
- Risk Management
- Legacy Planning
- Estate Planning
- Securities
- Key Man Insurance
- Certified Financial Planner
- Retirement Planning
- Life Insurance
- Exceto Holdings
- Management
- Small Business
- Fixed Annuities
- Business Insurance Planning
- Wealth Management
- Microsoft Office
- Insurance
- Change Management
- Investment Advisory
- Networking
- Executive Benefit Strategies
- Ruas
- General Insurance
- Financial Planning
- Business Strategy
- Employee Benefits
- Casualty Insurance
Robert Johnson Summary
- Robert Johnson, based in Oak Brook, IL, US, is currently a Managing Partner at Optimal Planning Partners, Inc.. Robert Johnson brings experience from previous roles at Equitable Advisors, Optimal Planning Partners, Inc. and AXA Advisors, LLC. Robert Johnson holds a 2007 - 2007 The Wharton School. With a robust skill set that includes Wealth, Financial Analysis, Risk Management, Legacy Planning, Estate Planning and more. Robert Johnson has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Optimal Planning Partners, Inc. Employees
Henry Swan
Financial Consultant and Retirement Planning Specialist
Matteson, IL, US
Robert Johnson
Managing Partner
Oak Brook, IL, US
Joanna Tavizon
Operations Manager
Chicago, IL, US
William Fitzgerald
Partner
Chicago, IL, US
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