CFA®, CAIA®, CFP®, CPWA®
Joel Johnson is a graduate of Florida Gulf Coast University with a Bachelor of Science in Finance. He holds the Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA®) designations. He is a member of the CFA Society Tampa Bay and enjoys giving back to Florida Gulf Coast University and the CFA Society through mentorship programs for upcoming graduates. He participates as a member of the Greater Sarasota Chamber of Commerce’s Young Professionals Club as well as the Sarasota Tiger Bay Club and Friends of the Bay Park.