Scott Johnson
CFP®, CPFA, AIF®
DecisionPoint Financial, LLC
CEO & Senior Financial Planner
Scott Johnson
CFP®, CPFA, AIF®
DecisionPoint Financial, LLC
CEO & Senior Financial Planner
You are your own benchmark, with your own financial goals, and your own unique challenges. It is our job to personalize a financial solution that will help you accomplish the goals that matter most to you. - Scott Johnson, CFP®, CPFA, AIF®
From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Port Orchard, Tacoma, Puyallup, Graham, and Olympia.
DecisonPoint Financial is a Fee-Only financial planning firm with offices in Mesa, AZ and Gig Harbor, WA specializing in comprehensive financial planning, investment management, and 401(k), 403(b), 457(b), 401(a), and Cash Balance plans for private and public employers in Arizona, Washington, and throughout the Country. Our team of CFP® Professionals work with business owners, executives, medical and legal professionals, retirees, families, and Washington State fire fighters. We serve as an ERISA 3(38) Investment Manager and an ERISA 3(21) Advisor on over 60 qualified retirement plans. We are a CEFEX Certified firm which means we adhere to the highest and strichtest fiduciary standards in our industry.
Scott Johnson, is the CEO of DecisionPoint Financial. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary (AIF®). Scott and his team of CFP® Professionals provide comprehensive, fee-only financial planning and investment management services to individuals and institutions.
Scott is a third-generation financial advisor who began his financial services career in 1993 as a financial analyst on Wall Street. In 1999 Scott joined Morgan Stanley where he built a successful practice focused on 401(k) retirement plans for small to medium sized businesses; and financial planning for business owners.
In 2008, Scott left the broker dealer side of the industry to become an independent, fiduciary advisor at an RIA firm. Since 2008 Scott has grown his financial planning practice to specialize in the needs of business owners, corporate executives, medical professionals, families, retirees, trusts, and Washington State first responders.
In 2018, Scott enticed several of the financial planning industry's best young talent to join him in forming DecisionPoint Financial, a Registered Investment Advisor with over $425 million under management.
Scott holds a B.A. from Brigham Young University and lives with his wife and children in Mesa, Arizona. He divides his time between DecisionPoint's Mesa, Arizona and Gig Harbor, Washington offices. Scott is an avid runner and triathlete. He counts completing the Ironman and two Boston Marathons among his many accomplishments.
Scott 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.
As legal fiduciaries to our clients, we believe that our obligation to act in our clients' best interests is a sacred duty. We also believe that good investment advice must accompany a sound financial plan. Only after we understand our clients' financial goals, income needs, tax challenges, retirement time horizon, hopes, dreams, and fears...can we truly guide their investment decisions. We believe that financial planning is an on-going process and not a single event.
DecisionPoint Financial offers our individual and institutional clients the following accreditations, certifications, experience, and areas of true expertise:
- Fee-Only Registered Investment Advisor (RIA) with the SEC
- CEFEX Certified Firm
- National Association of Plan Advisors (NAPA) Member Firm.
- The National Association of Personal Financial Advisors (NAPFA) - Registered Financial Adivisor
- Financial Planning Association (FPA) Member
- Every client assigned a CERTIFIED FINANCIAL PLANNER™ as a lead advisor
- ERISA 3(38) Investment Manager and ERISA 3(21) Advisor with expertise in implementing and managing 401(k), 403(b), 457(b), 401(a), and Cash Balance plans
- We manage over $125 million in 457(b) deferred compensation retirement assets for fire departments in the State of Washington.
- We have taken over 500 fire service families through the financial planning process
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
- 401(k), 457(b), 403(b) & Cash Balance Plans
Ideal Clients
- Business Owners and Executives
- Trustees
- Retirees and Near Retirees
- Sudden Money Situations
- First Responders
- Companies Needing a Retirement Plan
Working Together
- In-Office Meetings
- Virtual Meetings
- On-site Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott 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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Scott 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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Scott Johnson is a Certified Plan Fiduciary Advisor (CPFA)The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates a financial advisor's knowledge, expertise and commitment to working with retirement plans.
Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
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Scott Johnson is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Scott Johnson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Scott Johnson is a Member of The National Association of Plan AdvisorsThe National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors.
NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
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Scott Johnson is a Featured Guest on The Retirement Authorities Podcast: "The Key To Successful Outcomes with Scott Johnson"
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Scott Johnson is Featured in Up Close Publications: "DecisionPoint Financial Offers Comprehensive Financial Planning"
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Scott Johnson is Quoted in Financial Planning Magazine: "Head back to school to find a successor"
Contact Scott Johnson
Office Locations:
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2812 N. Norwalk
Suite 116
Mesa, AZ 85215 -
5727 Baker Way
Suite 107
Gig Harbor, WA 98332
