Carson Johnson

After working with individuals and families to navigate their financial futures for nearly 10 years, I have found that I am passionate about specializing in retirement planning. Working at Fidelity Investments for several years, I couldn’t shake the feeling that there was a better, more impactful way for me to apply my skills and education…something that allowed me to more directly transform client lives.

That’s when I found Peterson Wealth Advisors. Now, I get to combine my love for numbers and helping people, giving my clients peace of mind and empowering them to focus on what really matters to them. For me, it all starts with listening to my clients so I can truly understand what’s most meaningful to them. I have found that making the planning process more collaborative, involving the client in a more meaningful way can help retirees walk away feeling confident about their plan and their retirement.

What excites me most every day is knowing the impact our work has on people’s lives. I genuinely enjoy diving into the details, whether it’s tax planning, charitable giving, or a new change in a client’s life such as a trip, senior mission, or grandchildren, because I know those strategies can help clients save money, avoid mistakes, and feel more confident about their future. That combination of analysis and meaningful impact is what makes this work beyond rewarding for me.

My favorite client story

I once had a client who came into our meeting carrying a huge stack of unorganized papers, completely overwhelmed, and panicked about retirement. Every time I asked a question, he would fumble through that pile, unsure of what he had or what it all meant.

Over the course of several meetings, we carefully sorted through everything, clarified his situation, and built a plan that gave him real confidence and peace, a reliable, inflation-adjusted stream of income that he could count on for the rest of his life.

Fast forward a year, and the transformation was incredible. That same client now walks into our meetings relaxed and at ease. The stack of papers is gone. Instead, he sits back in his chair and tells me about the projects he’s working on in retirement, even the ones his wife “assigns” him. Watching that shift from anxious and uncertain to happily focused on what really matters in life has been one of the most rewarding experiences of my career.

Outside of work, my faith and family are what matter most. Anyone who knows me will tell you I’m full of energy and love to be a little silly, just to make people smile. I enjoy staying active, whether that’s camping, fishing, or hunting with my family, or jumping into just about any sport. I’m especially passionate about pickleball and basketball (maybe a little too passionate, if you ask my wife) because I love the competition and the chance to keep improving.