financial planning associate
Tracy W. Johnson
FPQP™
Education:
BA – Gettysburg College
Experience:
10+ Years
Credentials:
- Financial Paraplanner Qualified Professional- College of Financial Planning
Prior Roles:
- Institute for International Research, VP – Capital Markets Conference Production
- Berg Capital Corporation, Operations Administrator, and Trader
- William C. Burden & Co., Client Administrator – Tax and Estate Planning
Service:
- Boy Scouts of America, Troop 869, Treasurer and Committee Member
- Clover Hill High School Marching Cavaliers, Parent Volunteer
- Salisbury Presbyterian Church, Member, and Parent Volunteer
Personal:
Married to David, has two sons, a dog named Reba. Likes to cycle, travel, spend time with family and friends, and volunteer in the community.
Tracy W. Johnson
Favorite Words
“Do not suppose opportunity will knock twice at your door.”
– Nicolas de Chamfort
Get In Touch
Call Now: (804) 282-1238
9030 Stony Point Pkwy
Suite 580
Richmond, VA 23235
info@cwealthra.com