Founder and Financial Advisor
Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country
Daniel Johnson is a Santa Monica, CA fee-only financial planner. Bestria provides investment advice, financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, DANIEL JOHNSON is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Before founding Bestria, Daniel Johnson worked his way up and became a top financial advisor for two of the biggest firms on Wall Street. He obtained the Series 7, 66, 63, & 65 securities licenses with Merrill Lynch where he quickly rose to Vice President Financial Advisor and received a “Rising Star Honor” from Morgan Stanley Wealth Management Division in 2016. Daniel has a CRPC designation (Chartered Retirement Planning Counselor) from the College of Financial Planning and is proud to carry a perfect regulatory record in his 10+ years of practice. His experience and exposure inside the biggest firms on wall street is what lead him to open and offer a cleaner and more transparent way of business for his clients to benefit from.
Daniel has personal experience with the emotional and financial challenges that come with diverse families, divorce and children with special needs. Daniel enjoys spending every minute of free time with his son and wife enjoying Californias beaches and golfing.
Daniel 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
Bestria is a top Registered Investment Advisor firm located in Los Angeles, providing financial peace of mind. Serving coast to coast for over 10 yrs.
Timely Investment Advice - Financial Planning - Investment Management
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Daniel Johnson is a NAPFA Associate
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.
Contact Daniel Johnson
100 Wilshire Blvd, Suite 700
Santa Monica, CA 90401