Robert Johnson III, CFP®, ChFC®, MBA
Financial Consultant

As an associate of the AXA Equitable Retirement Benefits Group, a specialized division of AXA Advisors, LLC, my focus is to help Individuals, Employees and Employers of Public School and Non-Profit Organizations make informed financial decisions. With this emphasis on assisting employers in the public school and non-profit sectors, I am looking to help "educate the educators" with their benefit programs.

My goal is to accomplish this through an educational approach that is easy to understand and not filled with confusing financial jargon. We will start by first spending a considerable amount of time discussing your current situation so that we can identify what matters to YOU most. After identifying your needs and goals, we can begin to determine which investment or insurance strategies best fits your situation. The end result will be a personal financial roadmap that will guide you through the various phases of financial planning.

In addition to retirement planning, I also assist my clients in 3 core areas:

• PROTECTION (Life Insurance, Long Term Disability, Long Term Care)
• INVESTMENTS (Mutual Funds, Stocks, 529 College Savings Programs)
• FINANCIAL PLANNING (Fee Based and Non-Fee Based)

To stay on top of my game and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the rigorous exams to earn the following designations and licenses: 

• CERTIFIED FINANCIAL PLANNER™ professional
• Chartered Financial Consultant (ChFC®)
•  FINRA Series 7 & 66
• Life, Health and Accident Licenses
• Long Term Care Certification

My academic achievements include a Bachelors Degree in Business Administration from the University of Illinois at Urbana Champaign and a Masters Business Administration (MBA) degree from the University of Illinois at Chicago. 

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. My objective is to "add value" to your current financial strategies.

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