Peter Johnson

Peter W. Johnson, Jr. is founder and principal of PWJohnson Wealth & Legacy, LLC, a fee-only Registered Investment Advisory firm based in Silicon Valley, California. His independent firm has provided investment and financial planning services to clients and families for over 30 years, with a balanced emphasis on both the analytical and human sides of the wealth equation.

Peter’s commitment to family and younger generations is a natural outgrowth of his own experience with his family of origin, in which substantial wealth was accumulated and subsequently dissipated over three generations. To prevent this intergenerational tragedy, he has increasingly focused on cutting-edge legacy and estate planning practices, including Collaborative Practice Trusts & Estates, and holistic practices that include Family Nature Retreats™. Peter is an active member of the Purposeful Planning Institute, a respected, multi-disciplinary professional association dedicated to innovation and education in the field of estate planning.

Peter has served as the Co-Chair of the Trusts and Estates Committee of Collaborative Practice Silicon Valley, on the Ethics Board of the Financial Planning Association (FPA), and is past President of the Silicon Valley Chapter of the FPA. He has been a contributor to industry magazines including the The Wall Street Journal, The Journal of Financial Planning, Financial Advisory Practice and The Journal of Practical Estate Planning and has been quoted in leading consumer publications such as the Silicon Valley Business Journal and Black Enterprise. He has spoken at national, regional and local financial industry conferences and events throughout the United States.

Peter was co-producer of one of the earliest educational business podcasts, called Pro Money Talk, which consisted of interviews with the top names in personal finance, and generated over 2 million downloads in over 100 countries.

Peter is committed to using technology, new ideas and behavioral insights in creating impactful relationships with his clients. His goal is to inspire individuals, families and communities to make intelligent financial decisions to grow wealth and expand their lives.