Johnny Roland

CFP®, EA
Personal Finance, Retirement, Investing
90%
Helpful
0
Answers
3
Articles
31
Followers
“You aspire for a balanced life for yourself, your family, and your community. Johnny and the Aspire Planning Associates team have the expertise to help you achieve those aspirations.”
Firm:

Aspire Planning Associates

Job Title:

Vice President of Operations

Biography:

For Johnny Roland, financial planning is a calling born out of his own experiences with the financial advice industry. After a house fire in the early 1990s, an annuity salesman nearly persuaded Johnny and his wife to put the bulk of their insurance proceeds into deferred annuities. Johnny ended up going with his gut instinct to say “no,” which saved the couple financially. But the fire and his subsequent experiences in the industry convinced him that almost everyone was just trying to sell products. In his search to find out why, he discovered that there was an alternative—the fiduciary responsibilities of CERTIFIED FINANCIAL PLANNER™ professionals.  So, when the opportunity came up to take an early retirement, he left his job, went back to school, and earned his CFP® designation—a decision he has never regretted. As a CFP® professional, Johnny has the pleasure of working with clients who trust his advice, knowing he has nothing to sell besides his desire and expertise to help them achieve their dreams.

Before joining Aspire Planning Associates in 2011, Johnny had enjoyed management roles at both Bank of America and American Express International and as a financial services industry consultant with Cisco Systems. Today, he enjoys the hands-on work of helping clients financially achieve their goals and dreams. He particularly enjoys working with clients who are getting ready to retire or are enjoying career success but need help with the financial complexity that comes with success. He appreciates that although these clients could do their finances on their own, they place a premium on their time and prefer to turn the details over to Johnny to keep their financial lives organized. As an Enrolled Agent, Johnny is responsible for preparing tax returns for the firm’s clients. And as Vice President of Operations, he oversees operations procedures and support infrastructure, making sure everything runs as efficiently as possible on clients’ behalf.

Johnny and his wife live in Pleasanton, where he is committed to serving the community. He regularly volunteers as a tax counselor as well as a counselor for Medicare and long-term care. He also takes classes in yoga and Spanish with his wife, a shared experience that he believes has contributed to the happiness and stability of his marriage.

Education:

BS, Social Welfare and Japanese, University of California, Berkeley
MBA, International Business, San Francisco State University

CRD Number:

5967908

All Articles
Sort By:
Most Helpful
July 2017
    Income Tax, Taxes, Retirement
August 2017
    Taxes, Retirement
6 days ago
    Financial Planning, Retirement Plans

No Answers Posted