• JNJ

Financial Planning for Johnson & Johnson Employees

We believe that comprehensive financial planning must look at the whole picture and integrate objective advice on company sponsored benefits. This holistic approach to financial planning strives to add clarity for both current employees and retirees around the country.

Request an Introduction Image
Request an Introduction

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

Schedule a Meeting
  • Pension Benefit (both old FAP and new RVP)
  • 401(k) Options
  • Pre-Tax vs. Roth Contributions
  • Stock Options
  • Restricted Stock Units (RSUs)
  • Retirement Affordability and Tax Planning Opportunities
Schedule a Meeting

Our Team is Your Team

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

Executive Financial Counseling as a Corporate Benefit

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management

Investment Solutions

Family Office

Business Owner Advisory

Marital Financial Planning
Book a Meeting

A Collaborative Team Focused on You

We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.

As a Cerity Partners client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance through one of our many affiliates.

Meet the Team

AJ Zimmerman

Senior Associate

Allen Kozel

Principal

Ellie Snyder

Principal

Abby Miles

Senior Associate

Luke Ramey

Principal

Seth Newby

Senior Associate
John Stanovich
At Cerity Partners, we believe that true financial security comes from understanding the full scope of your benefits and opportunities. By focusing on your JNJ benefits and aligning them with your broader life goals, we bring clarity and direction to your financial decisions. Our approach is about empowering you with knowledge and confidence as you navigate your financial future. ”

John Stanovich, CFP®, Principal

Schedule a Group Benefits Education Session

Cerity Partners offers group benefits sessions to help you and your colleagues understand, appreciate, maximize your JNJ benefits, so that you can stay focused at work and build your confidence in your overall financial plan. Topics can be customized to fit the needs of specific employee demographics. Common topics include:

  • Retirement & Pension Plans
  • Long-Term Incentive Plans
  • RSU’s & Stock Options
  • JNJ Benefits
Learn More

Cheryl Donaldson

Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Thomas Decker

Senior Principal

Individuals and Families

3 Steps to Take You from “High Income” to “High Net Worth”

February 25, 2025 - Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…

Joseph J. Janiczek

Partner & Practice Leader

Individuals and Families

Advice for the Anxious: Four Tips to Keep Your Finances Safe

February 24, 2025 - With economic shifts and geopolitical uncertainty, it’s natural to feel anxious about your finances. This article outlines four key strategies—seeking professional guidance, understanding market trends,…

Nicholas N. Petrelli

Partner

Individuals and Families

5 Financial Essentials When Leaving Your Job

February 27, 2025 - A job transition—whether planned or unexpected—can have a significant impact on your financial future. This checklist outlines five key areas to review, from income and…

Cerity Partners is not contracted with, endorsed by or affiliated with JNJ.

Please read important disclosures here.

Specialized Financial Planning Advice for JNJ Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

Luke Ramey headshot

Luke Ramey

Principal

Specialized Financial Planning Advice for JNJ Employees

Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.

or

Call us: (212) 202-1810

Call us to Schedule: (212) 202-1810

Book your meeting

This call is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Luke Ramey

Principal

Luke Ramey's Headshot

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.