Erin Johnson, Senior Wealth Advisor

Erin Johnson, CFP®

Senior Wealth Advisor

San Diego, California

Erin JohnsonWe call her The Values-Driven Advisor.

She translates what people care about into financial clarity and planning generational wealth.

At a glanceStrengthsStrengths
  • Translates values into strategy — connects life priorities to financial plans.
  • Creates calm and confidence through clear, human conversation.
  • Grounded and intuitive communicator who builds enduring relationships.
  • Balances empathy and precision — both heart-centered and strategic.
  • Highly valued by long-term clients for consistency, warmth, and integrity.
SpecialtiesSpecialties
  • Holistic retirement and income planning.
  • Investment and tax strategy coordination.
  • Legacy and family continuity planning.
  • Values-based financial decision-making.
CredentialsCredentials
  • Certified Financial Planner® (CFP®).
  • 20+ years in financial services.
  • B.S., Business Administration, Financial Services, San Diego State University.
  • Study-abroad program, University of Adelaide, Australia.
PersonalPersonal
  • Southern California native; proud mom of three boys.
  • Married to her high school sweetheart — her life partner in every sense.
  • Finds peace in organization, family time, and reconnecting with nature.
  • Loves travel, laughter, and the art of making clients feel genuinely cared for.
Focus clients appreciateFocus clients appreciate
  • Erin doesn’t just listen, she understands. Erin is someone who sees the full picture, not just the portfolio and translate wealth into clarity and confidence.
Causes Erin cares aboutCauses Erin cares about
  • Women’s financial literacy, family legacy education, and empowering clients to define wealth beyond numbers.
BiographyBiography

Erin helps people connect their wealth to their values — aligning money with meaning, purpose, and the life they truly want to live. With more than 20 years of experience as a Senior Wealth Advisor and Certified Financial Planner®, she brings both technical mastery and genuine care to her work. Her clients describe her as clear, steady, and trustworthy — the kind of advisor who listens first, speaks with intention, and makes financial conversations feel human again.

Her process is built on insight and connection. She listens deeply, distills complexity into clarity, and helps clients make decisions that feel as good as they look on paper. Every plan she creates reflects a balance of discipline and empathy — designed to preserve what matters today while building continuity for tomorrow.

She is especially gifted at helping clients find calm amid uncertainty. Through years of market shifts, life transitions, and generational planning, she has developed a reputation for turning complexity into confidence. Her guidance extends beyond numbers — she helps clients navigate the emotions that often accompany wealth, reminding them that money is not just about accumulation, but alignment.

At 15 Wealth Partners, Erin brings her values-driven approach to a broad, forward-thinking platform - integrating technology, creative strategy, and a full spectrum of new investment options. Her mission is powerful: to build lasting clarity and confidence — so every client feels a sense of wellbeing with their plan and legacy.

Outside of work, she is rooted in San Diego life with her husband and their three energetic boys. Family is her grounding force and greatest joy. Whether she’s cheering from the sidelines, hiking the California coast, or planning their next adventure, she finds fulfillment in connection, gratitude, and creating memories that remind her why the work she does matters: helping families build the freedom to live fully, together.

icon

If you’re ready to feel more confident about your financial future, Erin welcomes the chance to start that conversation. 858-382-5888, email, or schedule a meeting

background imageLet's talk about what you're buildingAt 15 Wealth, strategy starts with listening.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and other advisory services offered LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through TSFG, LLC, a Registered Investment Advisor. 15 Wealth and TSFG, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.

ADV Part 3 | Relationship Summary

15 Wealth © 2026. All rights reserved.

BrokerCheck by FINRA