Peter W. Johnson, Jr. is founder and Principal of PWJohnson Wealth Management.
He has operated his current practice for over 25 years and the firm manages in excess of $50 million for individuals, families and trusts. Prior to establishing the advisory practice, Peter spent ten years in the investment industry working as an account executive at various brokerage firms and with the Benham (now American Century) Group of mutual funds.
Peter is a leader in the Trusts and Estates section of Collaborative Practice Silicon Valley, part of a worldwide group of professionals assisting families in resolving conflicts in a positive and respectful manner.
He is also active in The Heritage Institute and has attended several of their conferences. The stated goal of the Institute is to provide a bridge between the ‘products’ of traditional planning (things like wills and trusts) and the hopes and dreams that parents and grandparents have for their family to be unified, productive and healthy for many generations.
As an outgrowth of his commitment to education and community, Peter has been continually active in giving back. During the financial crisis of 2008-2009, he created The Financial Literacy Project, which made financial education available to consumers through local, independent bookstores and libraries. Peter was also co-producer of the financial podcast Pro Money Talk in the mid-2000s, which featured educational interviews with top financial experts and achieved over two million downloads. In 1995, Peter created the first online community for investment professionals.