Devin Johnson, CPA, CFP® in

Devin Johnson, CPA, CFP®

Financial Planner at Mason Investment Advisory Services, Inc.
📍 United States

Devin Johnson is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) at Mason Investment Advisory Services. His expertise is built on a foundation of tax management roles at The Carlyle Group and KPMG, and he holds a degree in Accountancy from Brigham Young University.

Outside of his professional life, Devin is a family man who enjoys spending time at the pool with his wife and three children. His personal interests include following Formula 1 racing and playing golf in his spare time.

He recently earned his Certified Financial Planner (CFP®) designation in May 2024.

Read the full overview →
Experience
12 Years
Current Role
Financial Planner
Location
United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities

Topics Devin cares about

Financial Planning
As a Certified Financial Planner (CFP) at Mason Investment Advisory Services, this is central to his current professional role and expertise.
Tax Management
His background includes significant experience as a Tax Manager at both The Carlyle Group and KPMG, indicating deep knowledge in this area.
+5 more topics Login to view topics
Career

Work history

2-2022
Financial Planner
Mason Investment Advisory Services, Inc.
9-2020 - 2-2022
Manager, Tax Reporting & Planning
The Carlyle Group
10-2014 - 9-2020
Manager
KPMG US
6-2013 - 8-2013
Intern
KPMG US
5-2012 - 9-2012
Intern
RenewableTech Ventures
In the press

Media appearances

Navigating Charitable Giving in a New Tax Landscape: Insights from Devin Johnson, CPA, CFP®, Mason Investment Advisory Services, Inc.. Featured in The Community Foundation for Northern Virginia
See now
Education
2007 - 2014
Accounting
Brigham Young University
Social presence
in

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Devin. Free, 10 seconds.