Broker Check
Robert A. Johnson, CFP, ChFC, CLU

Robert A. Johnson, CFP, ChFC, CLU


My name is Robert A. Johnson. Welcome to my web site.

My mission is to help people like yourself achieve financial independence by managing and protecting personal wealth in an uncertain economy. I provide financial planning, risk management, wealth management, as well as employee benefits for successful families and businesses who are concerned about creating generational wealth. To expand upon my services, I've merged my financial services practice with my son Robert A. Johnson III, CFP, ChFC, CLU, CDFA, MBA, and we market our services under the OPTIMAL PLANNING PARTNERS INC brand. This joint venture will provide more synergy for us, provide a seamless succession strategy and more importantly allow us to provide better services for you.



To stay on top of my game and develop my professional skills, for over 35 years I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams in order to earn the following professional designations:

  • Equitable's Superior Achievement Award**
  • Equitable's Hall of Fame Medals*
  • Equitable's Hallmark I & II Awards
  • Chartered Financial Consultant (ChFC) professional designation from the American College
  • Chartered Life Underwriter (CLU) professional designation from the American College
  • Certificate in Retirement Planning from Wharton School, University of Pennsylvania**
  • FINRA Securities Registrations: Series 6,7,63,and 65
  • Life, Health & Long Term Care licenses *

Equitable's highest honor for qualifying ten times **(15 times) for The National Leaders Corps.

**Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

My academic achievements include a Bachelors Degree from Eastern Illinois University and a Masters Degree from Roosevelt University. My education, experience and professional affiliations have fostered my practical approach to offering planning services, financial products and employee benefits to my clients. My objective is to "add value" to your current financial strategies.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Make-A-Wish Foundation
  • Volunteer Million Dollar Roundtable
  • National Association of Insurance & Financial Advisors
  • National Black MBA Association
  • Kappa Alpha Psi Fraternity

The highest compliment you can give to me is to recommend me to your colleagues, friends and family. I'm still accepting new clients...don't keep me a secret!! If you know of someone who you feel would benefit my services, please reply or call with their name and contact information. It would be my pleasure to help them.

Proverbs 13:22 - A good man leaves an inheritance to his children's children".

Thank you for visiting my web site!

CFP®, CERTIFIED FINANCIAL PLANNER professional, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Equitable Advisors, is an Equal Opportunity

Employer - M/F/D/V