Craig Johnson, CFP®, CLU

Director of Strategic Partnerships

Craig Johnson is director of strategic relationships at 1st Global, where he is responsible for growing and cultivating relationships with 1st Global’s strategic partners and 1st Global-affiliated CPA firms. Craig works directly with 1st Global firms to help them grow their wealth management practices and provides specialized consultation services to firms experiencing unique and complex problems such as strategic planning, business valuation, and mergers and acquisition of other CPA firms and wealth management practices. Craig enjoys helping others provide financial security for their families, and he believes in continuously seeking ways to improve and thinking outside of the box rather than adhering to the status quo.

Since joining 1st Global in 2005, Craig has served as practice consultant, wealth management consultant and director of wealth management consulting. Prior to that, he worked as a trader for Fidelity Investments and a financial advisor for State Farm. Craig earned his Bachelor of Science in Finance from Louisiana State University, and he is a member of the Financial Planning Association and Financial Services Institute. He has passed the FINRA Series 7, 63, 66 and 24, and is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter.

 

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