Megan Johnson, CFP®

I’m a CERTIFIED FINANCIAL PLANNER® professional and a Registered Representative with Kestra Financial®, proudly serving as a member of Monarch Retirement Group. My journey in financial services began when I was just 16, working as a bank teller at Bank of America. I continued working in banking while earning my degree, gaining hands-on experience in personal finance as I built the foundation for my career. That early start sparked a lasting interest in helping people feel more confident and informed about their finances.

Over the years, I grew into more complex roles—eventually becoming a licensed premier banker at Wells Fargo, where I worked closely with individuals and families to navigate investments, credit solutions, and comprehensive financial planning. Now, after more than a decade as an independent financial advisor, I remain passionate about financial education and empowering my clients with the tools and knowledge to make informed decisions at every stage of life.

I earned my BA from the University of California, Berkeley, majoring in sociology and minoring in rhetoric. I currently hold FINRA Series 6, 7, 24, 63, and 65 securities registrations through Kestra Financial®, along with life, accident, and health insurance licenses.

With a background that bridges early retail banking and long-term advisory services, I offer relationship-driven advice rooted in real-world experience, technical knowledge, and a deep respect for each client’s unique circumstances and goals.

Outside of work, I stay busy (and grounded!) with my husband and our three kids. We live on a property that keeps us connected to nature—with a fruit orchard, a few dogs, some chickens, and always a new project. I love cooking for family and friends, and my husband and I enjoy weightlifting in our spare time—it helps us stay focused, energized, and strong for the road ahead.

Megan was featured in San Diego Magazine for being selected as a Five Star Wealth Manager* for 2025. The Five Star program represents and acknowledges an exclusive group of wealth managers who provide quality services to their clients and is the largest and most widely published financial services award program in North America.