Invested Better
Unclaimed

Unclaimed

Unclaimed

Sara Dorothy Johnson

Accelerate Retirement

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sara? Claim Your Profile

About Sara Dorothy Johnson

Sara Dorothy Johnson is a registered Investment Advisor Representative with Accelerate Retirement. Sara has been working in the financial services industry for over ten years. Prior to joining Accelerate Retirement, Sara worked at Sunwest Pensions, PKB Retirement Services and BCJ Financial Group. Sara holds a Series 65 license and has experience providing retirement plan consulting to the members of the Associated Builders and Contractors (ABC) trade association.

Firm Information

Sara Johnson is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sara Johnson’s Registration & Firm History

AZ

09/19/2023 - Present

Accelerate Retirement (Scottsdale AZ)

Not sure if Sara Dorothy Johnson is right for you?

Licenses & Designations

IA

Issued 08/28/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sara Dorothy Johnson.
Not sure if Sara Dorothy Johnson is right for you?