Tom Johnson Web

Thomas Johnson, CFA®, MBA

Office Location

137 SE 18th Terrace
Cape Coral, FL 33990-2233

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Why The College Funding Coach?

My goal is to eliminate college debt and help kids graduate debt-free one family at a time.

I love helping families win when it comes to money and life. Winning with money and life includes helping families provide for education to set their kids up for a great financial future and a life of rewarding and meaningful experiences.

Tired of putting products before people, I started my own firm to put each family’s best interests first and to provide peace of mind through financial planning, personal finance coaching, and investing. I am truly blessed to love what I do and help families achieve their most important life and financial goals. Plus, I have the privilege of serving the community where I grew up in sunny Southwest Florida.

Area of Focus for LKS Workshops: Southwest Florida from Naples to Sarasota, including my hometowns of Fort Myers and Cape Coral. I work with public and private schools from pre-kindergarten through high school graduation, community organizations and churches, and small and medium-sized businesses.

A Little More About Tom

Background: Before starting his own firm, ProTRUST Financial Planning, Tom had a diversified career in financial services and corporate America. In financial services, he worked at large securities, mutual fund, and insurance companies, as well as a national bank. He also worked at three fortune 500 companies (Whirlpool, Boston Scientific, and PPG) in financial management.

Although he enjoyed his time in both financial services and corporate America, he wanted to focus on putting people over profits and products to meet each family’s unique needs and help them turn their dreams into a financial reality.

He truly wants to help people provide for and protect their loved ones. Helping people accomplish life goals via financial planning and building wealth is not just his profession, it’s his calling.

Community Involvement: Member of Chartered Financial Analyst Society, Master Business Networks, several charitable and community involvements via Cape Christian Church

Personal: Tom was born and raised in southwest Florida (SWFL) and returned in 2007 after pursuing educational and professional experiences in MI, IN and Boston. He is deeply involved with his family, faith, and community.

In his free time, he enjoys living a healthy lifestyle and leaves time for lifting and cardio. An investing nerd, avid reader, and voracious consumer of podcasts, Tom is always focused on personal and professional growth. This includes a healthy dose of leisure time: Tom is a self-professed fantasy football geek.

Professional Accomplishments: Chartered Financial Analyst

Education: Masters of Business Administration, Purdue University
Bachelor of Science, Finance, Florida State University

Disclosure: Securities & insurance licensed in Florida. Securities and investing custodian in Charles Schwab.

The College Funding Coach is not affiliated with Charles Schwab.

Licensing Info: Series 65 & 66
State of Florida Life, Health and Annuities license
State of Florida Property and Casualty insurance license

FINRA BrokerCheck: