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Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
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Recent Posts

Featured Post:

Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options

After years of building your career at Chevron, climbing the ladder to specific salary grades is a significant accomplishment. However, for participants in salary grades 26 (PSG-26) and above,...
by Alexis Long, MBA, CFP®
April 21, 2025
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How Restricted Stock Works & What You Should Consider for Your Financial Plan

by Nick Johnson, CFA®, CFP®
March 13, 2025

Broker Dealer vs RIA: Types of Financial Advisors & Which is Right for You

by Nick Johnson, CFA®, CFP®
March 12, 2025

How to Compare: Roth Contribution vs. Roth Conversion

by Nick Johnson, CFA®, CFP®
February 05, 2025

Stock Market News and Investment Insights for 2025

by Nick Johnson, CFA®, CFP®
January 31, 2025

83(b) Elections & Performance Shares: What You Need to Know

by Nick Johnson, CFA®, CFP®
January 23, 2025

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

by Nick Johnson, CFA®, CFP®
January 18, 2025

Tax Impacts of Non-Qualified 401(k) & Pension Benefits for High-Income Earners

by Nick Johnson, CFA®, CFP®
December 31, 2024

How to Strategically Set Your Retirement Date from Shell Oil

by Nick Johnson, CFA®, CFP®
December 18, 2024

How To Use a Backdoor Roth for Tax-Free Savings

by Nick Johnson, CFA®, CFP®
November 25, 2024

401(K) Income Limits: The Mistake Professionals Earning Over $350,000 Often Make

by Nick Johnson, CFA®, CFP®
November 21, 2024

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057