La Jolla Institute for Wealth Management

Martin Johnson is a financial advisor with La Jolla Institute for Wealth Management, holding a Series 63 designation and 14 years of industry experience. He has operated Martin S. Johnson Inc., a life and health insurance agency, since 1993, serving as its president and licensed agent. Johnson has been with La Jolla Institute for Wealth Management since 1992. La Jolla Institute for Wealth Management provides personalized financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite, strategic asset allocation approach using passive index funds and ETFs combined with selective active managers, managing approximately $41.9 million across a small client base.

Erik Johnson is a financial advisor with La Jolla Institute for Wealth Management, holding a Series 65 designation and 14 years of industry experience. He has been with La Jolla Institute since 2011 and has operated his own advisory practice since 1999. Outside of financial advising, he is involved in product sales and marketing. La Jolla Institute for Wealth Management provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite strategic asset allocation approach with globally diversified portfolios and operates on a non-discretionary basis.

Aiden Johnson is a financial advisor at La Jolla Institute for Wealth Management with a Series 65 credential and two years of industry experience. He is also involved with Adventures in CRE and has been associated with La Jolla High School for over a decade. La Jolla Institute for Wealth Management provides personalized financial planning and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, managing approximately $41.9 million using a core-and-satellite, strategic asset allocation approach with an emphasis on globally diversified portfolios.