Keith J

Keith Johnson, CFP®

Senior Education Specialist | Financial Planner

Keith is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of financial sector experience. He has extensive experience conducting financial planning workshops, seminars and has acted as key-note speaker at several national conferences. As a Senior Education Specialist, Keith takes an active role in educating clients to help grow, manage, and protect their wealth. Among conducting educational workshops, Keith’s expertise includes transitioning clients into retirement, succession planning, and assisting clients in transition.

Additionally, for more than 10 years Keith was part of UCLA’s Life-Long Learning Program as an instructor of Personal Financial Planning for one of the the University’s fastest growing segments, UCLA Extension. Keith is an Investment Advisor Representative of BFSG, LLC.

What is your personal motto or mantra?
Life is 10% what happens to you and 90% how you react to it.

I enjoy volunteering at:
The Ironman Group.

What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG?
“Do what makes you happy”. Every single day I talk with folks who have worked their entire lives and are in a great financial position to retire. However, they have no clue what they’re going to do with the next chapter of their lives. Having a vision or purpose for retirement is just as important as the financial side when planning for retirement. Simply asking the question “what makes you happy?” is one of the most important questions I can ask as an advisor.