Zack Johnson, CFP® in

Zack Johnson, CFP®

Login to view DISC.
Partner at Johnson & Brannen Advisory Group
📍 New York, New York, United States

Zack Johnson is a Partner and Private Wealth Advisor at Johnson & Brannen Advisory Group. A Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA), he specializes in strategic wealth planning for high-net-worth individuals and businesses, drawing on his finance degree from the University of Georgia.

Outside of work, Zack lives in Sandy Springs with his wife, Emily, and their three children. He is an active member of his church and enjoys spending his free time playing golf, traveling, and being with his family.

Before his career in wealth management, Zack worked as a Floor Clerk at the Chicago Mercantile Exchange (CME) and Chicago Board of Trade (CBOT).

Read the full overview →
Experience
19 Years
Current Role
Partner
Location
New York, New York, United States
Personality Overview

How Zack shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Zack cares about

Wealth Management
His core expertise is providing integrated, personalized wealth planning and management for high-net-worth clients and closely-held businesses.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he specializes in helping business owners create and execute successful transition strategies.
+5 more topics Login to view topics
Career

Work history

12-2013
Partner
Johnson & Brannen Advisory Group
4-2011
Private Wealth Advisor
Northwestern Mutual
10-2008 - 3-2011
Financial Representative
Northwestern Mutual
2008 - 2008
Floor Clerk
Iowa Grain Company
2007 - 2007
College Ministries
First Prebyterian Church
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2008
B.B.A
University of Georgia - Terry College of Business
2013 - 2013
Certified Financial Planner
CFP Board of Standards
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Timothy Herzer
Timothy Herzer
Principal, Director of Historic Preservation Practice
GH2 Architects, LLC
 Rebecca Allen
Rebecca Allen
Financial Advisor
South University
 Andrena Brandy Mathis
Andrena Brandy Mathis
Human Resources Manager, Training & Communications
Gwinnett Technical College
RA
Rebecca Alexander
Vice President of Academic Affairs
Gwinnett Technical College
Unlock the full playbookSee exactly how to sell to Zack. Free, 10 seconds.