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
Accountfully Chat - Heath Johnson • Bera Wealth Advisors
Transcript
Welcome to episode five of the Accountfully chat today we have Heath Johnson from Bera Wealth Advisors. How are you doing Heath?
Heath JohnsonHello, Brad.
Brad EbenhoehAll 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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