Lea  Smith Johnson,  CFP<sup>&reg;</sup> - Financial Advisor

Lea Smith Johnson, CFP®


Owner, Founder, CEO, Independent Advisor

Triple Crown Wealth Finance

3970 SR 64 E
Bradenton, FL 34208
(941) 462-2731 CONNECT WITH Lea
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Lea Smith Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Triple Crown Wealth Finance in Bradenton, FL and the surrounding communities.

Financial Advisor Overview

Wealth Management Approach- As an investor, your financial needs are complex. Market volatility necessitates careful allocations and diversification specific to your situation. The greatest service Triple Crown Wealth can bring to you is to enable you to help you clarify, articulate, and actualize your goals in life. Improving your quality of life is our purpose. Your needs come first and by listening to you first and gathering your information a comprehensive and proactive strategy for your personalized retirement planning, customized portfolio management, inter-generational estate planning, coordinated income tax strategies, and wealth preservation is developed. You have a personal advisory relationship to create your strategies and deliver personalized solutions for accumulating, protecting, and transferring wealth while using your wealth to provide an income stream throughout your retirement. Build wealth, provide independence, and discover your life’s purpose. Empower your personal decisions based on knowing the core of who you are and obtain your long-term security for your family. Our office promises to work every day to become your advisor and financial steward. Please contact us to hear more about our planning design.


Financial Advisor Experience

Lea has over 30 years working in investment management and has held numerous leadership roles in the financial services and insurance fields. She holds a Master of Business Administration in Finance, from the Pennsylvania State University as well as many industry achievements which are listed on her website, www.triplecrownadvisor.com. September 1999 – Present, Lea founded Triple Crown Wealth providing financial life and business planning strategies for families and small business.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • Other - RFC, FIC, MBA

Insurance Licenses

  • Life insurance: Fl,GA,IL,MI,NJ,AR,CO
  • Health/disability insurance: FL,GA,IL,MI,AR.
  • Fixed annuities: FL,GA,IL,MI,AR,
  • Variable annuities: FL,GA,IL,MI,AR,

Broker-Dealer Affiliation

FSC Securities Corp.

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through FSC Securities Corporation, Member NASD, SIPC and Member of AIG Advisor Group.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources