Roy Johansen, CFP®, AIF® | Financial Consultant, Investment Advisor Representative

Roy has been in the financial services industry since 1999, he joined LPL Financial in 2015. His focus is on helping clients construct their customized portfolios, utilizing his experience and knowledge to help them analyze each of their needs as they seek their financial goals. By evaluating client needs and assessing economic conditions and trends, Roy offers personalized service and customized plans for retirement saving, estate planning and wealth management strategies.  Roy obtained both the CFP® Certified Financial Planning designation as well as the AIF® Accredited Investment Fiduciary designation, as a commitment to his clients.  Roy has obtained many licenses including FINRA Series 7, 6, 63, 65, and 26 registrations through LPL Financial and also is insurance licensed. Roy has the ability to conduct advisory business in all 50 states.  

He is married with three children. Roy enjoys spending time with his family, his oldest daughter attends college at Villanova University and he has twins attending St. Joseph's high school in Trumbull. Roy enjoys being a board member and chair of the finance committee for Saint Mark School and is a finance committee member for Saint Mark Church, he loves to stay active in his community on various projects.