Jovan Johnson
MBA, CFP®, CPA/PFS
Piece of Wealth Planning LLC
CEO & Founder
Jovan Johnson
MBA, CFP®, CPA/PFS
Piece of Wealth Planning LLC
CEO & Founder
As a fee-only financial planner, it is my goal to help you live well, give generously, serve others, and leave a legacy. - Jovan Johnson, MBA, CFP®, CPA/PFS
Virtual fee-Only financial planner located in Atlanta, GA, serving medical professionals, educators, young professionals, and charitably inclined professionals locally and across the country
Jovan Johnson is an Atlanta, GA fee-only financial planner. Piece of Wealth Planning LLC provides comprehensive financial planning, investment management, and tax preparation services to help Millennials, growing families, and middle income professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jovan Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jovan Johnson is the CEO/Owner of Piece of Wealth Planning LLC, where he partners with individuals and families to help them accomplish their life goals, live well, give generously, serve others, and leave a legacy. He is very passionate about personal finance and providing clarity to others around the true meaning to wealth. After working in financial planning, non-profit accounting, public accounting, & teaching college-level accounting courses, Jovan realized he wanted to work with clients in an authentic, empathetic, fun, and nonjudgmental way. He founded Piece of Wealth Planning LLC, with the intent of serving others and improving the lives of underserved communities. This passion to serve others is a core value of his firm and many of the clients he serves. He also shares his generosity through his involvement with community organizations and charities.
Jovan also serves as an Adjunct Professor at Clark Atlanta University. Outside of work, Jovan enjoys traveling, volunteering, working out, spreading financial literacy, meeting new individuals over brunch/coffee, and playing tennis. Jovan regularly volunteers with Children’s Healthcare of Atlanta, Ronald McDonald House Charities, and Habitat for Humanity.
Causes He Is Passionate about: Children, Financial Literacy, Education, Diversity and Inclusion, Family, and Community.
Professional and Academic Qualifications: BBA in Accounting – University of West Georgia, MBA – University of West Georgia, Certified Financial Planner™, Certified Public Accountant, and Personal Financial Specialist.
Specialties: Risk management and insurance planning, retirement planning, cash flow planning, tax planning, estate planning, employee benefits planning, investment planning, charitable gift/philanthropy planning, and education planning.
If you would like to learn more about how we can work together, schedule a complimentary 30-minute consultation.
At Piece of Wealth Planning we will help you attain your financial, life, and philanthropic goals.
We focus on more than “just” investments. We take a holistic approach to your financial life.
Piece of Wealth Planning is a holistic fee-only financial planning firm dedicated to serving charitably inclined individuals and families who want to make a meaningful impact. We are based in Atlanta, Georgia and work with clients in person and virtually around the United States. We combine our years of experience, core values, and a heart to serve others to deliver financial plans uniquely designed for you. We believe that everyone deserves access to resources that will help them become a wealth builder. We understand personal finance can be complicated sometimes, which is why we are so passionate about helping you simplify it. This will enable you to focus on what really matters most to you. Together, let’s create your tailored financial road map that will guide you to live well, give generously, serve others, and leave a legacy.
OUR MISSION:
Piece of Wealth aspires to help bridge the wealth gap through educating, enlightening, and empowering everyday individuals to build sustainable multi-generational wealth. We believe in partnering with clients to help them live well, give generously, serve others, and leave a legacy.
Learn more at https://pieceofwealthplanning.com/
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Charitable Giving
- Tax Preparation
- Estate Planning
- Employee Benefits & Stock-Based Compensation
- Life Planning & Life Transitions
Ideal Clients
- Growing Families
- Sudden Money Situations
- Novice Investors
- Educators and Teachers
- Medical Professionals
- Charitably Inclined Professionals
- Nonprofit Professionals
- Gen X Professionals
- Gen Y/Millennials
Working Together
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
- Flexible Scheduling
Professional Designations & Affiliations
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Jovan 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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Jovan 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.
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Jovan Johnson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jovan Johnson is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Jovan Johnson is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Jovan Johnson is Quoted on Wealth Advisor: "The best way to spend your $1,200 stimulus check, according to financial advisers"
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Jovan Johnson is Quoted on MSN Money: "As stimulus checks arrive, consider paying off credit card debt"
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Jovan Johnson is Quoted on Deposit Accounts by LeningTree: "Banking 101: How Many Bank Accounts Should I Have?"
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Jovan Johnson is Quoted on WealthManagement.com: "Advisors React to $2.2 Trillion Stimulus Package"
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Jovan Johnson is Quoted on LendingTree.com: "How to Invest in a Real Estate Investment Trust (REIT)"
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Jovan Johnson is a Presents "Managing Your Money in Hard Times" via the Georgia Public Library Service
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Jovan Johnson Serves as the Financial Planning Pro Bono Community Outreach Liaison for the FPA of Georgia
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Jovan Johnson is a Volunteer Scholarship Reviewer for The National Society of Collegiate Scholars
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Jovan Johnson is a Community Volunteer for Children's Healthcare of Atlanta
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Jovan Johnson is a Community Volunteer with Atlanta Habitat for Humanity
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Jovan Johnson and Piece of Wealth Planning In the Media
Contact Jovan Johnson
Office Locations:
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By Appoinment
Decatur, GA 30033
