About Rita Johnson

As a Certified Financial Planner™ professional I work closely with our clients to help them plan their financial future. My approach is focused on financial planning and understanding the client's overall financial situation. Using tools such as Financial DNA, I look to identify our clients' goals and priorities and apply that information to the financial decision-making process. I specialize in retirement planning, education planning and socially responsible investing. I also advise five small businesses and non-profit organizations regarding their 401(k) plans.

Working alongside Sacha Millstone and Greg Evans, I seek to help clients make sound financial decisions. I am part of a full-service team of professionals who advocate a financial planning approach designed to educate and empower individuals to take charge of their own financial well-being.

Publications

• Boulder County Business Journal
• Financial Advisor Magazine
• U.S. News and World Report
• Wall Street Journal On-Line

Organizations and Associations

• Financial Planning Association
• Boulder County Estate Planning Council
• PeopleSoft Alumni Association
• American Association of University Women
• National Association of Female Executives
• Board member, Boulder Day Nursery
• Co-chair, Expanding Your Horizons Middle School Girls, Math and Science Conference
• Member of Highland City Club in Boulder, Colorado

Employment Background

• Raymond James and Associates, October 2004 to present
• PeopleSoft, Inc, 1997-2004
• Pearson (formerly NCS) 1981-1993, 1995-1997
• University of Colorado 1993-94
• US Department of Education 1976-1981

Educational Background

• College of Financial Planning, CFP^® program completion 2005
• University of Colorado, Boulder, MBA finance 1996
• University of Colorado, Boulder bachelor's in sociology and German 1975