Heather Johnson

Client Services

“I have a genuine interest in serving and meeting client needs and am focused on providing excellent advisor support.”

– HEATHER JOHNSON

MY BACKGROUND AND WHAT BROUGHT ME HERE…

With over 15 years of experience in the financial services industry and over 18 years of experience in customer service, I have become a specialist in assisting CERTIFIED FINANCIAL PLANNER™ practitioners and financial advisors in Redondo Beach with providing the best client care. I am very excited to be part of the Navigoe team.

OUTSIDE OF WORK, I’M MOST PASSIONATE ABOUT…

My family! Spending time with my husband and our two boys is what brings me the ultimate joy. My husband, Keith, is a firefighter for the Los Angeles County Fire Department. With his work schedule, he is gone a lot, so we cherish all our time together as a family.

WHEN NOT IN THE OFFICE, LOOK FOR ME…

  • Chasing after my two young boys

  • Spending time together as a family. Some of our favorite activities include: going to the beach, visiting the aquarium, visiting the fire station, visiting with extended family, walking on the coast and going to the playground. 

  • Cooking or baking

  • Rooting for my favorite teams: Dodgers, Rams, UCLA, Lakers and Kings

HOW I’M ADVANCING MY CAREER KNOWLEDGE…

I believe it’s important to keep up with the current trends in financial operations and technology, as well as ways to work most efficiently within our practice. I do so by reading financial publications, attending webinars and conferences, and learning from our in-house CERTIFIED FINANCIAL PLANNER™ professionals and financial advisors in Redondo Beach.

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