As fiduciaries, Ames Planning Associates pledges to act in good
faith and in the best interests of each client.
Carl Amos Johnson, MBA, CFP®, AIF®
Owner and Chief Investment Strategist
Carl Amos Johnson has been a global fee-only fiduciary advisor and investment
strategist at Ames Planning Associates, Inc. in Peterborough,
NH, since 2001. He assists clients with comprehensive financial
life planning, estate planning, strategic investment management,
and business consulting. Ames Planning Associates, a SEC-registered
investment advisor, has been recognized by Bloomberg Wealth Managers
as one of the top wealth managers in the country.
Prior to joining Ames Planning, Carl was a financial planner
and investment advisor with Mascoma Mutual Financial Services
in Lebanon, NH.
Highly skilled fiduciary and Five Star Advisor
Carl is a Paladin
Five Star Advisor, one of fewer than 500 financial advisors
in the world recognized with this distinction, and is an Accredited
Investment Fiduciary (AIF®). He is also a member of
the National Association of Personal Financial Advisors (NAPFA®),
the Financial Planning Association® (FPA®), and the New
Hampshire Estate Planning Council. In addition, he is a founder
and director of the ConVal Community Scholarship Foundation in
Carl loves his work as a fiduciary. He is skilled at using his
expertise in complex tax, investment and estate planning concepts
to create clear, prosperous and coordinated strategies with clients,
which give them a great sense of empowerment, support and, in
many cases, relief.
A respected commitment to service
He began his career as a commissioned officer in the U.S. Navy
following his graduation in 1992 from the University of Illinois,
where he earned a bachelors degree in political science and completed
the NROTC program. His first assignment was aboard the USS BRISCOE,
where he earned his designation as a surface warfare officer.
He was next assigned to ROTC instructor duty at Jacksonville
University in Jacksonville, Florida, where he taught marine navigation
and leadership/ethical management. While there, he earned his
MBA and graduated summa cum laude with a degree concentration
Decorated naval officer and financial educator
Following completion of his MBA, Carl served as a combat systems
officer aboard the USS CLARK and also as a financial educator
and counselor to military families in the Financial Education
Department of the Navy Family Service Center. In 2000, he resigned
his active commission and was sworn in as an officer with the
Navy Reserves. That same year, he received his professional certification
as a CFP® practitioner.
Currently the rank of Commander, Carl has received a number of
awards, including the Navy Commendation Medal, Navy and Marine
Corps Achievement Medal and the Humanitarian Service Medal.
Carl lives with his wife, Diana, and their children, Abigail
and Elijah, in Greenfield, NH, where they love the outdoors and
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