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Pro Money Talk » About Jason and Peter

About Jason and Peter

Jason Papier is a partner with PWJohnson Wealth Management, an independent fee-only wealth and financial planning firm in Sunnyvale, California. At PWJohnson Jason works with wealthy individuals, small business owners, and young high-income earning professionals.

Jason began his career in finance after graduating from Santa Clara University in 1994. He has worked for Barnes & Noble, Xerox PARC, Octopus Software, and AdvisorPress, Inc.

He is a member of the Financial Planning Association (FPA) and the South Bay Advisors Group. Jason sits on the Board of the Foundation for HOPE, one of the largest non-profit corporations in California, helping to support those with developmental disabilities.

Jason and his wife Susan, a corporate attorney working at Adobe in San Jose, California, were raised with a strong fundamental belief in philanthropy. They both have been active volunteers throughout their lives, working for and donating to numerous organizations. In San Jose they have volunteered at the Julian Street Inn, Montgomery Street Inn, Second Harvest Food Bank, East Side Family Center, YMCA, and the Greenbelt Alliance. They have also volunteered extensively in other Bay Area communities before moving to San Jose in 2000.

Jason also works as the C.O.O. of AdvisorPress, an international publishing firm focusing on the needs of financial advisors worldwide. You can hear Jason weekly as host of Pro Money Talk, a finance show for the educated listener, at www.promoneytalk.com

Peter W. Johnson, Jr., is a partner with PWJohnson Wealth Management in Sunnyvale, California. PWJohnson provides investment and financial planning services to clients who seek to maximize their long-term financial health. The firm’s compensation is derived solely from fees; that is, they receive no commissions on any investment or other products.

Peter has operated his current practice for over 14 years. Prior to establishing the advisory practice, Peter spent ten years in the investment industry working as an account executive at various brokerage firms and with the Benham (now American Century) group of mutual funds.

Peter received a Bachelor’s Degree in Business Administration/Finance from the University of Santa Clara in 1979, graduating first in his class. In 1986, he earned the Personal Financial Planner designation from the University of California.

His peers have recognized Peter as a leader in the field of Financial Planning. As former President of the Silicon Valley Chapter of the Financial Planning Association, Peter has worked diligently to educate others in the industry on how to efficiently and effectively manage clients, wealth and a successful planning business. Currently, Peter is serving as Chairman of the SVFPA. Peter has also been recognized through the media. His expertise in both financial planning and technology has led him to prominence as a financial industry writer and speaker. Peter has been a regular contributor to industry magazines such as the Journal of Financial Planning and Financial Advisory Practice, has been quoted in leading consumer publications such as the Silicon Valley Business Journal and Black Enterprise, and has spoken at national, regional and local financial industry conferences and events all over the United States.