Johnson Wealth Management wants you to consider us as a trusted advisor among those professionals who will help guide you through your financial decision making processes. Earning that privilege requires hard work, extensive education, and the highest standards of integrity and professionalism. Our investment philosophy focuses on each individual's unique financial needs.
The team of Johnson Wealth Management includes Andrea L. Johnson and C.J. Testarella. We invoke a professional philosophy which focuses on each individual’s unique financial needs. Because of the many investment choices and solutions available today, we research equities, mutual funds and other investment products to provide the right fit for each client.
Johnson Wealth Management closely reviews our clients’ progress through in depth research in conjunction with technical and fundamental analysis. Meetings are scheduled regularly to share the findings. We also provide educational newsletters and informational articles on a variety of financial topics to keep our clients up to date on economic conditions. These factors combined with portfolio and financial plan reviews provide an ongoing, comprehensive approach designed to educate and direct clients to a sound and secure financial future.
Andrea has been with Johnson Wealth Management since 2006. After her father, Chuck, who founded the team, retired in January of 2018, she moved to the helm of the team’s portfolio management, creating the individual investment recommendations for those they serve. For the first 11 years of her professional career, Andrea supported her father and served as account executive to Johnson Wealth Management's clientele. She started her career working in the IRA Department of Parker/Hunter, Inc. before graduating from college.
Andrea continues to serve clients with the same focus and care to unique client needs, a hallmark of Chuck’s professional philosophy. Helping clients manage their wealth and providing the highest level of service are among her main priorities.
An alumna of Pennsylvania State University’s main campus, Andrea holds a Bachelor degree in Marketing with a minor in International Business and a concentration in Women’s Studies. During her undergraduate education, and among the highlights of which, she studied abroad in Perugia, Italy.
Andrea is licensed with the Financial Industry Regulatory Authority (FINRA), the New York Stock Exchange (NYSE), the Pennsylvania Securities Commission, and insurance licensed with the Pennsylvania State Insurance Commission. She also holds the prestigious Accredited Wealth Management Advisor designation from The Wharton School of Business at the University of
Pennsylvania. Andrea received the 2010/2011 “Professional Woman of the Year” award from the National Association of Professional Women.
A resident of Glenshaw, Andrea lives with her husband, Timothy, and their four dogs, Penny, Petey, Winston, and Belle. In her free time, she loves traveling, reading, and painting.
Charles “CJ” was born and raised in Oakmont where he is a current resident. He attended Riverview High School where he was class treasurer, baseball team captain, and a member of the golf team. He has been with Johnson Wealth Management since 2016, after graduating Magna Cum Laude from Slippery Rock University with a Bachelor degree in Finance where he is a member of the Alumni Association. He was also a member of Delta Mu Delta, an honor society that recognize academic excellence in business schools across the country. CJ has completed Janney’s Financial Advisor Training Program along with obtaining the prestigious Accredited Wealth Management AdvisorSM designation from The College of Financial Planning. Currently, he is pursuing additional education to become a CERTIFIED FINANCIAL PLANNER™ Professional.
Although all members of the team are versed in all aspects, CJ is most responsible for managing the team’s technology solutions including Online Access and My Net Worth tools, as well as Janney’s Retirement Income Planning software. He enjoys assisting with the creation of generational wealth and how Janney’s portfolio management and estate planning techniques combine toward reaching client’s objectives.
CJ spends his free time golfing, working out at the gym, and traveling with his girlfriend, Megan. They hope to become world travelers at a young age with working plans to visit Italy and Ireland within the next few years. Their favorite destination they visited together was the Atlantis Resort in the Bahamas.