Carson Johnson CFP®, CRPC™

Lead Advisor

Carson Johnson is a Certified Financial Planner™ professional at Peterson Wealth Advisors. Carson is also a National Social Security AdvisorSM certificate holder, a Chartered Retirement Planning Counselor™, and holds a bachelor’s degree in Personal Financial Planning and a minor in Finance. Before joining Peterson Wealth Advisors, Carson was a financial advisor for Fidelity Investments. Carson specializes in tax planning, charitable giving strategies, college planning, and retirement income planning.  

Carson grew up in Ephraim, Utah, and currently lives in Spanish Fork with his wife Shamri. Carson and Shamri are the parents of a 2-year-old boy and are expecting a baby girl later this year. Carson loves being outdoors, playing sports, and traveling the world with his wife.  

We asked Carson: 

What do you enjoy about working with clients? 

I started in the industry because I have loved financial strategies and most importantly working with people. I love this work because I can build long-lasting relationships and truly help families take steps to reach their retirement goals. I love learning about our clients and the different parts of their lives that make them who they are today.  

What is your goal for every Peterson Wealth Advisors client? 

The goal is to effectively understand the client’s goals and build a personalized financial plan to reach their financial dreams. Although we specialize in retirement, we help our clients look after all aspects of their financial life including taxes, social security, charitable giving, and more. My goal is that each client feels that they are understood, that we have helped simplify their financial lives, and that they have received an exceptional client experience.