Michael S. Johnson, CLU, ChFC, CBEC

Mike’s practice focuses on financial planning for individuals and small businesses in the areas of investment, estate, business and retirement planning. He tries to truly understand each client and what is important to them, focusing on the goals most valuable to them and helping to make them achievable.

Mike started his career as a financial advisor in 1989. He has earned Chartered Financial Consultant (CFHC), Chartered Life Underwriter (CLU), and Certified Business Exit Consultant (CBEC) designations. He also holds Series 7, 24 and 63 registrations and is licensed to provide Life and Health insurance in multiple states. Mike is a member of the Society of Financial Professionals of Rochester and the Estate Planning Council of Rochester. He has served on the board of both organizations.

In addition, Mike is a lifetime member of the prestigious, national Resource Group. The Resource Group (TRG) is an invitation only, nationwide network of the top planners within Lincoln Financial Advisors. He recently celebrated his 12th year anniversary with the Group.

Mike lives in Webster, NY with his wife Anne and their 4 children: Sean, Colin, Will and Micaela.