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Accountfully Chat - Heath Johnson • Bera Wealth Advisors

Heath Johnson • Bera Wealth Advisors

Accountfully Chat

03/29/24 • 40 min

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Heath Johnson of Bera Wealth Advisors shares inside tips from over 20 years as a private wealth advisor in the Northwestern Mutual network. He and his team manage a suite of services designed to put clients in the best position when designing a plan for their cash, or creating more through investments. Learn more about what true financial advisory entails and how you can leverage it best when planning for the basics like entrepreneurship, retirement, big life events, emergencies, and college funds.

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03/29/24 • 40 min

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Accountfully Chat - Heath Johnson • Bera Wealth Advisors

Transcript

Brad Ebenhoeh

Welcome to episode five of the Accountfully chat today we have Heath Johnson from Bera Wealth Advisors. How are you doing Heath?

Heath Johnson

Hello, Brad.

Brad Ebenhoeh

All right, looking forward to chatting with you. Today. He's so Heath's a friend of mine in the Charleston area, and a CFP and certified financial planner, planner slash wealth manager. An

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