Valerie A. Johnson, CFP®

Director of Financial Planning & Investment Services

Valerie Johnson, director of financial planning & investment services of Kolb+Co. Financial Advisers, LLC, has been in the financial planning field since 1981.  She is a Certified Financial Planner™ with many years of experience in assisting clients achieve their financial goals.  She specializes in the design and implementation of wealth accumulation and preservation programs and developing investment plans for business owners, executives, professionals, foundations and individuals.  Valerie's areas of expertise include: financial and retirement independence planning; investment planning including developing investment policy statements and asset allocation plans; college education funding; estate planning and 403(b) plans. 

Industry Specialization

•  Identifying and Quantifying Financial Objectives
• Tax Efficient Investment Planning, Asset Allocation and Wealth Management Planning for High Net Worth Individuals, Business Owners and Professionals
• Financial and Retirement Independence Planning
• Estate Planning

Speaking Engagements

• Presenter to various employer groups and 501(c)(3) organizations on retirement planning, personal finance, small business and investment topics

Professional/Community Activities

• Wheaton Franciscan Healthcare Foundation, board member
• Skylight Opera Theatre, board member
• Child Development Center, St. Joseph board member
• Professional Dimensions
• Murray Hill Neighborhood Association, block captain
• Make a Difference, Financial Literacy Volunteer
• American Diabetes Association, past board member, gala committee chair
• American Heart Association, past Heart Ball committee member
• Milwaukee Public Schools, past academy of finance chair, advisory board

Designations/Licenses

• Certified Financial Planner™ designation
• Series 6: FINRA Investment Company Products and Variable Contracts Limited Representative
• Series 26: FINRA Investment Company Products and Variable Contracts Limited Principal
• Series 63: NASAA Uniform Securities Agent State Law Examination
• Life, annuity, accident and health, property and casualty Wisconsin insurance licenses

Contact Information

vjohnson@KolbCo.com

262/754-9400
800/461-8843