11/23/2024 07:10:32AM GMT+00:00
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Arth Johnson III, ADPA®, RICP®

Wealth Management Advisor - U.S. Bancorp Advisors

Professional designations, credentials and licenses
Arkansas Insurance Producer License Number Ark
California Insurance License Cal
Ohio Insurance License Ohi
Washington Insurance License Was
Arizona Insurance License Ari
Oregon Insurance License Ore
headshot of Arthur Johnson III
Clients I specialize in: Philanthropists, New investors, Planning for college

It is my pleasure to serve the financial needs of people in CA,LN. My experience in the financial industry started in 2013 and I became a Wealth Management Advisor in 2020.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with volunteer and serve as a board member of board member. In my free time, I enjoy cominity activity

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Services I specialize in

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office
27211 La Paz Rd
Laguna Niguel, CA, 92677
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Skills

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Advisor professionals provide wealth planning, investments, and insurance support.

Meet our team

Team name offers a customized wealth planning approach where the focus is on helping you achieve your version of success.
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headshot of Kyalo Muthiani

Kyalo Muthiani

Financial Advisor,
U.S. Bancorp Investments

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures