Tel: 732.722.7289

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Who We Are

Our mission is to give you peace of mind regarding your finances and to advise and guide you through making the on-going financial decisions in your life as you and your family grow and change.

Jorie Barnett Johnson, CFP®

Jorie began her career with Prudential in Boston in their Institutional Real Estate Group, managing over $500 million in commercial real estate and mortgages. Jorie moved to Granite Partners, an investment bank in New York City, where she worked with institutional investors. After Granite Partners, she moved back home to New Jersey and joined Lenox, Inc. working in their corporate finance department.

After ten years in corporate and institutional finance, Jorie decided to shift her focus to helping individuals and small business owners with their finances. Jorie has been featured and quoted in The Wall Street Journal, The New York Times, Investor’s Business Daily, The New York Times and Bloomberg Businessweek.

Jorie currently resides in Wall Township, NJ with her husband and their two children. She enjoys reading, gourmet cooking, watching football, travelling and spending time with her family at the beach.

Education

  • Graduated Cum Laude from Boston College’s Honors Program with a Bachelor’s of Science Degree in Finance.
  • Recipient of Boston College’s Dean’s Letter of Commendation.
  • Completed Fairleigh Dickinson University’s Financial Planning Program.
  • Passed the Certified Financial Planner® exam.
  • Attended the Financial Planning Association’s Residency Program.

Fun Facts

Did you know that Financial Futures has an official office mascot named Winston? An expert financier, Winston will help you stay relaxed when making important financial and investment decisions.

Winston the dog
 

Affiliations

  • Member of NAPFA, the National Association of Personal Financial Advisors.
  • Member of FPA, the Financial Planning Association.
  • Member of The Estate and Financial Planning Council of Central New Jersey.
 

Quoted in

The Wall Street Journal Kiplinger's Money Investor's Business Daily
The New York Times The Star Ledger Bloomberg Businessweek Career Adviser

Investment Philosophy

We believe that a globally diversified investment portfolio will over time achieve a greater return with a reduced amount of volatility as compared to a non‑diversified portfolio.

We do not believe in frequently trading in and out of investment positions. Adjustments to a portfolio are typically made once or twice a year based on market movements.

Your portfolio will be tailored to your specific financial goals and time horizon with attention given to maximizing tax advantages.

Our portfolios are primarily constructed using exchange-traded funds and no-load mutual funds. Vanguard (www.vanguard.com) and Dimensional Fund Advisors (www.dfaus.com) are two fund families commonly represented in our portfolios.

 

Financial planner video

Financial planner video gallery

 

If you would like to learn more about Financial Futures and the services we provide,
contact us via our online form or by calling direct at 732‑722‑7289

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