Joseph Johnson 
After a diverse background in the financial services industry, Joe is excited to be an investment representative with Waypoint Wealth Management. Joe’s experience has taught him the simple truth that only companies and advisors that can effectively deduce what a client is in need of and desires will thrive. As an independent representative, Joe will be living up to his own values for quality service to his clients.
Joe obtained dual Bachelors’ degrees in Finance and Economics from Utah State University in 2006, with a minor in Personal Financial Planning. During that time, Joe served as the President of the Financial Planning Student Association. His attendance at national conferences for the Financial Planning Association and the National Association of Personal Financial Advisors strengthened his desire to work only for companies whose business practices and strategies met the highest standards.
Joe Johnson, a native of Moses Lake, returned to the area several years ago to be close to his parents and two siblings and their families. He and his wife, LeiAnn, stay busy raising their three ridiculously adorable children. In his time off, Joe enjoys any activity that produces adrenaline, including dirt biking, mountain bicycling down long, steep hills, and most especially, revving a few more horses out of his lime green 1974 Plymouth Duster.
Additional information about this advisor:
Education and Training:
BS, Finance and Economics - Utah State University, 2006
Industry Qualification Exams:
FINRA Series 7 - General Securities Representative
FINRA Series 63 - Uniform Securities Agent State Law
| Office and Contact Information: |
Waypoint Wealth Management
925 Basin St SW
Ephrata, WA 98823
509-754-9800, phone
509-754-9797, fax
, e-mail
Administrators at this location:
Marion Wyman , LaVoy Key |
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