Brad Johnston, Cpwa
About Brad Johnston, Cpwa
Brad Johnston is the Managing Director at Creative Planning, a leading multi-family office managing over $225 billion in assets. With extensive experience in investment management and expertise in trust and estate planning, he has contributed significantly to the firm's client services since 2019.
Work at Creative Planning
Brad Johnston serves as Managing Director at Creative Planning, a prominent multi-family office recognized for managing over $225 billion in assets. He has held this position since 2019, contributing to the firm's reputation for comprehensive wealth management. His role involves overseeing investment management strategies for a diverse clientele, including individuals, businesses, and charities. Creative Planning operates across all 50 states and 2 territories, reflecting its extensive reach and commitment to client service.
Previous Experience at The Johnston Group
Before joining Creative Planning, Brad Johnston founded and served as President of The Johnston Group from 1994 to 2019. During his 25 years in this role, he developed expertise in various aspects of wealth management. His leadership at The Johnston Group laid the foundation for his current work, enhancing his understanding of client needs and the complexities of financial planning.
Education and Expertise
Brad Johnston studied Economics at the University of Minnesota, earning a Bachelor of Economic Science (BES) from 1974 to 1977. He also attended La Lumiere School, completing his high school education. Additionally, he is pursuing the CPWA designation at The University of Chicago Booth School of Business, which he has been working on since 2013. His educational background supports his expertise in trust and estate planning, legal, and tax matters, essential for effective wealth management.
Specialization in Investment Management
Brad Johnston specializes in investment management, focusing on providing tailored solutions for individuals, businesses, and charities. His expertise contributes to Creative Planning's extensive client base, ensuring that clients receive comprehensive strategies that align with their financial goals. His work is crucial in navigating the complexities of investment in today's financial landscape.