Brian T. Johnson
Education
- University of California Santa Barbara: Bachelor of Arts in Business Economics
Credentials
- Accredited Investment Fiduciary® (AIF®)
- Series 66 – Uniform Combined State Law Examination
Investment Manager & Wealth Advisor
Brian Johnson is the Investment Manager at Monarch Wealth Strategies, where he plays a central role in overseeing the firm’s investment operations. Brian is responsible for constructing, implementing, and maintaining customized investment portfolios for both individual and institutional clients. His work focuses on delivering tangible value to clients by carefully researching investment opportunities, assessing market trends, and tailoring strategies to meet specific financial goals and risk tolerances. Brian’s expertise in portfolio construction ensures that each investment approach is strategically aligned with the client’s needs, helping them build and protect their wealth over time.
In addition to his portfolio management responsibilities, Brian is actively involved in shaping the firm’s investment outlook. He helps author Monarch’s economic outlook, offering valuable insights into market conditions and economic trends that influence investment strategies. Brian leads the firm’s investment committee meetings, where he collaborates with other senior professionals to assess market developments and refine investment strategies. His leadership in these discussions ensures that Monarch’s portfolios remain adaptable to shifting economic landscapes, giving clients a competitive edge.
Brian’s passion for finance began in high school, where he developed a deep interest in stocks and market dynamics. This early passion motivated him to pursue a career in the financial world, where he is dedicated to helping clients achieve their financial dreams. Brian views the world of finance as a puzzle, where each investment decision is a key piece that contributes to the overall success of a client’s financial plan. Since Monarch’s launch in 2008, Brian has been a vital part of the firm’s growth, advancing to his current position as Investment Manager.
Outside of his professional life, Brian enjoys spending time with his family and engaging in a variety of hobbies. He is an avid bowler, a fan of science fiction and fantasy novels, and loves participating in outdoor activities that keep him active and connected with nature. Brian’s well-rounded interests reflect his dynamic approach to both his career and personal life, with a focus on balance, growth, and meaningful connections.