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Wes Johnson Financial Planner

Financial Planner
Wes Johnson, CFP®

Wes Johnson, Financial Planner

CERTIFIED FINANCIAL PLANNER™
Partner at ACT Advisors

Wes has been a Financial Planner for more than 15 years and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Wes’s desire to help others with their financial goals began at an early age from the frugality lessons he received from his Mom. Wes specializes in helping conservative people manage their wealth and design their future.

Wes worked with CUNA Mutual for 8 years as an employee advisor. Then, in 2013, he left to cofound the firm ACT Advisors, a fee-only Registered Investment Advisor (RIA). ACT Advisors focuses on enabling clients to pursue their dreams through excellence in investment management, world-class financial planning, and compassionate engagement.

Wes is President Elect and Director of Public relations for the South Carolina chapter of the Financial Planning Association. In his current role, he serves to promote public education of financial planning principles. Wes also is involved in the Rotary Club of Charleston where he leads the Rotary Round Ball Tournament.

Wes grew up in Gastonia, NC and earned his bachelor’s in Business Administration from the University of North Carolina at Chapel Hill. He has lived in the Charleston area for over 15 years. Wes and his wife Juliana have two young children. In their free time, the Johnson Family enjoys coupon clipping and yelling at the TV during UNC basketball games.

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Check the background of this firm and its advisors on adviserinfo.sec.gov and at brokercheck.finra.org.

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