Orlando N. Johnson
Founder | CEO | Fiduciary Registered Investment Advisor
Johnson Wealth Management operates as a limited liability corporation (LLC) and was established in 2016 by Orlando N. Johnson who acts as the managing principal and president of the company. He brings over 30 years of wealth management experience, specializing in retirement, risk management, financial planning, investment research and analysis. Orlando adheres to a personal philosophy emphasizing the importance of honesty, transparency, and placing client needs first.
Orlando is passionate about helping individuals, families and business owners who are in or nearing retirement to overcome challenges that often accompany the transition to financial independence. His clients rely on his guidance to make educated and confident decisions about their personal options, Social Security claiming strategies, and retirement rollover consolidation. He enjoys helping his clients identify and pursue important long-term care, estate and legacy planning goals.
Orlando holds his Series 7 and 66 securities registrations, and he holds his Life/Health and Variable Annuity licenses. He actively pursues continuing education opportunities for the benefit of his clients. He graduated from the City University of New York at Brooklyn College where he earned a bachelor’s degree in Economics.
Prior to founding the firm, Orlando spent five years with Edward Jones Investments as a Financial Advisor. He previously served as an Assistant Vice President for RG Crown Bank and as a financial analyst, portfolio manager and underwriter for several banks.
“Once you know the technical stuff in your profession – I’ve done it now for over thirty years (and plan on a great deal more!) – then you get to focus on how best to match that to the person. A lot of experience and desire goes into helping people, especially when a significant life transition uproots their foundation. Keeping the person supported is just as important as keeping the money strong.”
Orlando and his wife, Angela, have lived in Palm Coast, FL for over twenty-five years where they raised three children. He is involved in various organizations in the community, he also enjoys bicycling, reading, movies, and spending time with family and friends. He and his family are members of the Mount Calvary Baptist Church of Palm Coast.