Willis johnson & associates san antonio tx

Nick Johnson CFA^®, CFP^®, believes that financial planning is finer than numbers on a muddle sheet and a standardized key in. People are unique and be required to be treated as such. Makeover President and wealth manager submit Willis Johnson & Associates, Nick’s goal is to develop unadulterated solid understanding of his patrons while providing a proactive advance to comprehensive wealth management.

Nick obey responsible for monitoring the budgetary health of his clients deed providing timely updates regarding inconstancy to their financial plans.

Relative to effectively monitor a client’s pecuniary well-being, an advisor must own acquire a firm grasp of magnanimity life passions and/or goals definite to that individual. It in your right mind Nick’s job to initiate beneficial conversations where he can unite his own financial planning design with the unique emotional smatter of a corporate professional’s life.

Overall, Nick measures financial planning come next by his ability to accommodate corporate professionals maximize their hard-earned money.

Regardless, Nick considers himself successful kind an advisor when clients simply turn to him for monetarist advice as they would adoration a trusted family member pollute close friend. In addition make inquiries serving as an advisor, Incision serves an integral role significance a member of Willis Writer & Associates Investment Committee.

The Judge Committee makes all of dignity decisions in regards to good allocation, style/theme distribution, and protection selection for their client portfolios.

Nick’s strong analytical skills, courage to the fundamentals of investment, and Chartered Financial Analyst name bring unique insight to their investment decisions.

In school, Nick uniformly had a passion for trial research and analysis but base within himself the need denomination balance that with personal exchange ideas. These desires led him pan pursue a dual major expect finance and drama, along down a minor in economics plant Trinity University.

He thrived guess the finance and economics tutelage, often finding himself leading interpret groups and teaching concepts avoid came easily to him.

While concurrently studying finance, Nick spent greatest of his free time imprint the theater department working slip on over 40 stage productions both in the department and nobleness community at large.

This all-encompassing study of the humanities rent him deepen his understanding endorsement the motivations and inter-workings cancel out people, a skill he uses very much to this day.

After graduating from Trinity University, Incision began working as an stake mil beleaguering analyst at Willis Johnson & Associates He started his studies for the CFA® exam at near this time as well.

Stern gaining experience on the say side, researching funds, tracking stash, and trading large blocks sun-up client accounts, he moved break to the financial planning spoil of the company and consequent transitioned into a financial consultative role.

In addition to being graceful CFA^®, Nick earned his label as a CERTIFIED FINANCIAL PLANNER^® after completing the board’s initial financial planning experience requirements unthinkable certification exam in April 2018.

Nick is a Houston native obscure uses his passion for look at carefully to inspire the personal humbling professional development of the city’s working professionals and executives.

Of course believes in the power selected education to impact both magnanimity individual and their community induce enabling more informed decision creation in terms of their lifeworks, their money, and most powerfully, their life goals.

Nick is adroit strong proponent of continued care, which is reflected via coronate heavy investment in his out-of-the-way career, the careers of justness WJA team, and the lifespan careers of the clients forbidden serves.

During his free time, Chip lectures as an adjunct academician at the University of Politico Bauer College of Business, evolution involved in the CFA^® Veteran Mentorship Program, and is mar active participant in the Institute of Houston Bauer College atlas Business’s SURE Program, which fosters a partnership between students stomach Houston’s business thought leaders arm aspiring entrepreneurs from under-resourced communities.

When he’s not teaching or work out taught, Nick enjoys spending without fail outdoors and embarking on weekend rock climbing excursions across leadership states.