Joel Johnson

CFA^®, CAIA^®, CFP^®, CPWA^®

Joel Johnson

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.