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Our financial advice team


Bryce F Johnson, Financial Advisor serving the Newport Beach, CA area - Ameriprise Advisors

Bryce F Johnson

CFP®, ChFC®, CEPA®, CIMA®, CPWA®

Financial Advisor

Certified Private Wealth Advisor®
Integrative Financial Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CEPA® Certified Exit Planning Advisor®
  • CIMA® Certified Investment Management Analyst®
  • CPWA® Certified Private Wealth Advisor®

Education

  • University of Dayton, Bachelor of Business Administration (BBA) Finance & Economics

Previous experience

  • Financial Consultant, Charles Scwhab & CO, INC, Oak Brook IL, 2017-2021

Community participation

Orange County Rescue Mission Team
Orange County Rescue Mission Team

Board Member of the Boys and Girls Club of Tustin

Interests

Travel, Golf, Fitness, Basketball, Football, Rugby, Community Service, Dining Out, Beach Volleyball