Scott J. Johnson,  CFP<sup>&reg;</sup> - Financial Advisor

Scott J. Johnson, CFP®

CPFA, AIF®

Chief Executive Officer

DecisionPoint Financial, LLC

2812 N. Norwalk, Suite 116
Mesa, AZ 85215
FINANCIAL ADVISOR'S WEBSITE
(480) 553-6249 CONNECT WITH Scott
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General

Scott Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DecisionPoint Financial, LLC in Mesa, AZ and the surrounding communities.

Financial Advisor Overview

DecisionPoint Financial is a comprehensive financial planning firm specializing in qualified and non-qualified employer sponsored retirement plans for the public and private sectors. We also provide fee only investment management for individuals, families, and trusts. We believe that everyone needs a financial plan and we incorporate financial planning into every client relationship. We believe that financial planning is a process and not an event and we work with each client through time to ensure that they are on track to reach their financial goals.

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Financial Advisor Experience

Scott started his financial services career in 1993 as an Investment Banker on Wall Street. In 1999 Scott joined Morgan Stanley as a financial advisor. During his tenure at Morgan Stanley Scott built a thriving wealth management practice and served as the Retirement Plan Branch Coordinator in several Phoenix area Morgan Stanley offices. In 2008 Scott became an independent, fee only fiduciary advisor. “I was tired of attending weekly sales meetings and being asked by my firm to sell commissioned products which I knew were not in the best interest of my clients. As a fee only advisor I can now provide non-­-conflicted advice and my duty of loyalty is always to my client and never to my firm.”


Scott is a CERTIFIED FINANCIAL PLANNER (CFP®). To earn the CFP® designation an advisor must have a minimum of 3 years financial planning experience, complete a rigorous 6 month college graduate course of study in the areas of Ethics, Insurance, Investments, Retirement Planning, Taxation, and Estate Planning, and then pass a comprehensive 2-­-day exam. In addition, Scott is both a Certified Plan Fiduciary Advisor (CPFA) with the National Association of Plan Advisors (NAPA) and an Accredited Investment Fiduciary (AIF®).


Scott specializes in qualified retirement plans for corporations of all sizes.  He also helps business owners implement tax minimization and wealth accumulations strategies for their businesses and their families. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Plan Fiduciary Advisors (CPFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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