Patrick Johnson

Patrick Johnson's journey into the world of finance began in high school when he took his first financial management class. His class was taught by a former options trader on the Philadelphia Stock Exchange who, luckily for him, had 20+ years of experience in the industry for him to learn.

Before he knew it, he found himself visiting his classroom after school to pick his brain on various investing principles that he had just started to learn. Ever since then, investing has been a passion of mine that he has continued to pursue further.

Confident in his direction, he decided to major in Financial Planning at Temple University to pursue a career in helping others achieve their financial dreams.

After graduating from Temple University in May 2020, he started is career at Vanguard as an Onboarding Specialist. In this role, he was able to lay the groundwork for his investment acumen in the “real world,” while assisting clients from all walks of life.

His career at Concentus began in May 2021, where he currently serves as a Client Advice Associate, supporting our Directors of Client advice. He looks forward to using his passion for financial planning to help set Concentus’ clients up for investing success while building lasting, valuable relationships along the way.