Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kegan? Claim Your ProfileKegan Mackenzie Johnson is a financial advisor with Palo Alto Wealth Advisors, LLC. Kegan has been registered with FINRA since March 2022 and is a Chartered Financial Analyst. Kegan's previous experience includes roles at the Consulate General of Canada, the U.S. Department of State, and Syufy Enterprises. Kegan provides financial planning and portfolio management services to individuals and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/02/2022 - Present
Palo Alto Wealth Advisors, LLC (PALO ALTO CA)
Active
Inactive
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