Margherita M. Johnson, CFP®, MBA
Investment Advisor Representative
Rita has been advising clients for well over a decade. She focuses on personalized financial services, including retirement planning, college planning, and insurance services. Rita graduated from the University of Illinois at Chicago with a Bachelor of Science degree and from Saint Xavier University with a Master of Business Administration degree. She holds multiple securities registrations including the FINRA Series 6, 7, 63, 65, and 24, plus licenses for Life and Health Insurance, as well as Long-Term Care Insurance allowing Rita to offer a full range of financial products to clients, including stocks,bonds, mutual funds, and annuities.