Advisory Board Member Profile 2018
Philip Johnson
|
LearnVest
Senior Product Manager Areas of Expertise
Big Data Strategy; Driving Innovation with Big Data
|
Philip Johnson, CFP®, CRPC® is a Certified Financial Planner and Senior Product Manager for LearnVest. With over 10 years of financial planning experience, Philip has worked with a diverse range of clients to provide advice on key issues including budgeting, investment management, insurance, and estate documentation recommendation. He takes pride in making sure that clients are financially secure.
Since launch, LearnVest has been awarded numerous accolades, including being named one of Time’s “50 Best Websites,” three years running, Best of Show awards at FinovateFall 2011, 2012 and 2013, and a Forbes cover story identifying LearnVest as an “outlier” in the fin-tech space. On May 11, 2015, LearnVest was acquired by Northwestern Mutual. It is operating as an independent subsidiary and will continue to pursue its mission of providing affordable financial advice for Americans from all walks of life. Philip has a Bachelor of Science degree in Business Administration with a dual emphasis in Communications from Muhlenberg College. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Retirement Planning Counselor™, and holds both Series 7 and 66 FINRA licenses. He also holds a state Health and Life insurance license in New York. |