Meet Dan Johnson, CFP, EA, AEP, Tax, Estate Planning and Retirement Speaker
Experience, Recognition, Background
Dan is an experienced financial professional based in Chicago, IL. He currently serves as an Advanced Planning Advisor at Focus Partners, a nationwide registered investment advisory firm. In this role, he provides specialized consulting for advisors handling complex financial planning, tax, and estate cases, develops advanced planning resources, and delivers firmwide training presentations to enhance advisor capabilities.
In addition to his consulting role, Dan is the founder of Principles Financial Consulting, LLC, where he offers specialized consulting to private advisors and develops educational webinars and content for financial education providers. He also serves as a part-time instructor at UCLA Extension, teaching tax, retirement, and estate planning courses to professionals pursuing CPA, IRS EA, and CFP certifications.
Previously, Dan was Director of Training and Development at Cerity Partners, a nationwide RIA with approximately $120B in AUM, where he led the firm’s internal training initiatives and established consistent standards across regional offices. Earlier, he was Program Director at the College for Financial Planning, where he created and directed the SE-AWMA graduate program, generating $500K+ in revenue with a 90%+ graduation rate and securing major corporate clients including US Bank, Bank of America, Vanguard, Charles Schwab, LPL Financial, Merrill Lynch, and Wells Fargo.
Daniel Johnson, CFP, EA, AEP's Expertise
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At Kaplan Professional, Dan developed online training programs, CE webinars, and educational materials for financial professionals seeking to obtain or maintain federal and state licenses, certifications, and designations, including FINRA registered representatives, state insurance agents, and NASBA CPAs/EAs.
Dan began his career as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners, and executives nationwide.
He holds an undergraduate degree from the University of Minnesota Duluth, graduate degrees from the College for Financial Planning and Warwick University, and professional designations including CFP®, IRS Enrolled Agent, and Accredited Estate Planner (AEP).
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