Financial Firm Tour - Johnson Lyman Wealth Advisors 

For Current FPA Members: 

Have you ever wondered if there was another way to run your financial planning practice? What are the various roles available within an RIA? Do you need to have a broker-dealer affiliation? What are some of the challenges of joining an ensemble firm versus starting your own? 

If you’ve ever asked yourself any of these questions, the FPA of Silicon Valley has arranged RIA tours this year to give chapter members an inside look into three successful firms.  Each firm has graciously offered to open up their offices and their staff to share their experiences.  Come prepared with questions!  

***In addition, each attendee will have an opportunity to sit down with a CFP® for an hour to discuss their goals in more detail.   This will be scheduled for a different time.  

Our next Financial Firm Tour scheduled for this year:

• July 13, Golub Group, San Mateo