Casey Johnson, CFP®

Casey Johnson, CFP®

Paraplanner

 

As a Paraplanner, Casey is an instrumental member of our team, providing outstanding financial planning and wealth management research to support our advisors. She has over fourteen years of experience in the Financial Services industry, specializing in client operations and behind-the-scenes processes.


Casey graduated from Emory University and the University of Connecticut, obtaining a Master of Science degree in accounting. Casey holds her CFP certification® and FINRA Series 7 and 66 securities registrations.


Casey loves to cross-stitch and travel throughout the US in her spare time. She is heavily involved in PFLAG Sandy Springs, a non-profit that provides support, education, and advocacy for LGBTQIA+ people and their friends and families in Sandy Springs, Georgia. She is a native of Greensboro, North Carolina, and resides in Alpharetta, Georgia.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.