Charles Johnson
CFP®
Resolute Financial, LLC
Managing Partner
Charles Johnson
CFP®
Resolute Financial, LLC
Managing Partner
Wealth Management and Capital preservation through comprehensive planning and advanced tax strategies. - Charles Johnson, CFP®
Fee-Only financial planner located in Newburyport, MA and North Port, FL
Chuck Johnson is a Managing Partner of Resolute Financial, at the offices in North Port, FL, and Newburyport, MA. Resolute Financial, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.
"We put your interests first" ® A registered trademark of Resolute Financial LLC.
Charles (Chuck) Johnson is passionate about helping people deal with this increasingly complicated financial world. Finances are much more than a daily read of the stock market!
He finds deep satisfaction in helping people streamline their financial lives, find financial clarity, and sometimes new purpose in their daily lives. Chuck’s primary planning focus is retirement planning, noting that this can occur at any age if that is the goal of the client.
As a CFP®, he enjoys the process of aligning the investment portfolio to the clients’ wishes, including the use of Sustainable Investments, and the area of ESG Environment, Sustainability, and Governance.
Chuck’s early career experiences included co-owning a small business that supplied engineered products to automotive companies. The experience as CFO of this small business helped him understand the importance of being a leader in good corporate citizenship, the things that today are known as the 3Ps of Triple Bottom Line management: Planet, People, and Profit. This work lead to his interest in Sustainable Investing and built the foundation for Chuck to transition to become a Certified Financial Planner® and directly impact the lives of many people, through fee-only financial planning.
Chuck has written for USA Today, and the Boston Globe, and has been an invited speaker at industry conferences. He has served as the Chapter Leader for the NH NAPFA study group of financial planners. Locally, he served the community as the past President of Newburyport Education – Business Coalition, now merged with the Newburyport Education Foundation.
He loves family life, especially spending time with his grandchildren! Chuck and his wife share their time between homes in southern New Hampshire and the South-West Florida coast.
Education:
- WPI (BS Engineering)
- Cornell University (MBA)
- Boston University, Certificate in Financial Planning
- Certification (2005-2007) as an Accredited Investment Fiduciary (AIF®)
Registrations/Memberships/Certifications:
- NAPFA-Registered Financial Advisor, National Association of Personal Financial Advisors
- Past President of NEBC (Newburyport Education-Business Coalition), now part of Newburyport Education Foundation
Charles Johnson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Resolute Financial was established in 2003 as a fee-only firm, being fee-only and fiduciary for clients at all times.
Flat fee compensation is the way we are paid, not as a percentage of your investments which causes conflicts of interest.
Experienced and objective financial planning and investment advice
Our fee-only approach is different from fee-based approaches where advisors charge a fee AND sell products for a commission. Unlike most other financial planning firms, we’re compensated solely by our clients. The result? You get financial strategies that serve your best interests. There’s no outside financial incentive compelling us to do otherwise.
Consistent Client Service Leads to Satisfied Clients
Driven by client retention and new referrals, we’ve become the largest NAPFA-registered fee-only financial planning firm between Boston and southeastern New Hampshire. Indeed, for every year beginning in 2010, Financial Advisor Magazine has included Resolute Financial in its national ranking of leading financial firms.
Existing clients are the source of approximately half of our new referrals. Many other professionals (such as attorneys and accountants) also refer clients to us. Our clients and peers recognize our expertise and the importance of fee-only fiduciary relationships.
Have confidence during market ups and downs, while working with our experienced financial advisors
During the recent financial crisis, many people abandoned their investment plans and lived in confusion and fear. There is a better way. We work with each client to identify goals and keep them in focus in all market situations. Successful investing is a long-term process, and our professional fee-only financial planners can help you manage emotional reactions to volatile markets.
What’s more, we explain our strategies and investments so you can see how all elements of your plan work together. Feel secure in your financial present and future. Let us focus on your finances so you can focus on the rest of your life.
Our CFP® practitioners stay up-to-date on the latest in financial planning
Resolute Financial is a partnership of seasoned financial planners. CERTIFIED FINANCIAL PLANNER™ professionals are required to complete continuing education hours to maintain their certification, covering topics such as investments, retirement strategies, tax & estate planning, and ethics. Resolute’s advisors are often invited to speak as subject matter experts at National Association of Personal Financial Advisors conferences. Become a Resolute Financial client and benefit from our education, experience and expertise.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Tax Strategies
- Roth Conversions
- Preserving Capital
Ideal Clients
- Retirees and Near Retirees
- Snow-bird Lifestyles
- Singles and Families only
- Estate Planning/Implementing
- Evaluating Employee buyouts
Working Together
- ** Flat-fee **
- Flexible Meeting location
- Complimentary first meeting
- Fiduciary and Fee-Only
- Working toward YOUR goals
Professional Designations & Affiliations
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Charles Johnson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Charles Johnson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Charles Johnson
Office Locations:
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102 State St
Suite E
Newburyport, MA 01950-6639 -
875 Greenland Rd
Suite A-10
Portsmouth, NH 03801 -
1848 Bobcat Trail
North Port, FL 34288
