David L. Johanson

Dave Johanson: Dave is the CEO of Wealth Design, LLC, Private Advisors, Inc. Prior to developing his own business he was the Investment Division Manager for the Bank of the West branch network in California. His formal education came from the University of San Francisco, the University of Santa Clara and Wharton Business College. www.wealthdesignllc.com

David L. Johanson, CFP, CIMA - Managing Partner David has been in the investment and financial services profession since 1985. His expertise in investment management, tax planning and tax preparation is unique within Wealth Design. David graduated from the University of San Francisco with a degree in Applied Economics and did his graduate studies at Santa Clara University. He was President of Affirmed Financial Management Inc. for twelve years. Prior to Affirmed Financial Management Inc., David was the Investment Division Manager for Bank of the West throughout the State of California. He is a Certified Financial Planner™ Professional (CFP) and Certified Investment Management Analyst (CIMA).