Patrick Johnson
Director of Financial Planning
Patrick Johnson, the Director of Financial Planning at Capital Asset Management Group, has been instrumental in the growth of our financial planning capabilities. His journey with us began as a summer intern in 2016, and he has since served in various roles within the team, currently assisting our lead advisors with meeting preparation and financial planning analysis.
Patrick's educational background is a strong foundation for his role. He is a proud graduate of Salisbury University and holds a Series 7, Series 66, and his Life, Health, and Annuity licenses, demonstrating his commitment to continuous learning and professional development.
Patrick's roots in the DMV area, where he grew up in Maryland and now resides in Arlington, VA, create a sense of connection with our local clients. In his free time, he enjoys spending time with his dog Alvin, going to concerts and playing golf.