One Capital Management, LLC
Kevin Johnson, MBA, is an experienced finance professional currently serving as an Associate Portfolio Manager at One Capital Management, LLC since October 2020. Prior to this role, Kevin held the position of Senior Analyst at Professional Planning, contributing to investment proposals, financial planning, and data analysis from July 2014 to October 2020. Successful outcomes include the creation of detailed investment proposals that led to multi-million dollar account transfers. Kevin's earlier experience includes a role as AVP and Bankruptcy Specialist at Bank of America from March 2011 to July 2014, and as a Resident Assistant at California Lutheran University from August 2007 to May 2009. Educational credentials include an MBA in Financial Planning and a Bachelor of Science in Business Administration, both obtained from California Lutheran University. Kevin has also successfully passed the FINRA Series 7 and 66 exams.
One Capital Management, LLC
Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.