Johnson & Johnson

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.

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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:

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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

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Financial Planning Services for J&J Employees

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.

Wealth Management

Financial Planning

Investment Solutions

Tax Planning & Preparation

Estate & Gift Planning

Insurance Planning & Risk Management

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.

Luke Ramey

Principal

Ellie Snyder

Principal

Stephen Klingler

Senior Principal

Seth Newby

Senior Associate

AJ Zimmerman

Principal

Colin Wheeler

Partner

John Stanovich — icon

At Cerity Partners, we believe that true financial security comes from understanding the full scope of your benefits and opportunities. By focusing on your J&J 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®, Senior Principal

J&J Group Benefits Education Sessions

Cerity Partners offers group benefits sessions to help you and your colleagues understand, appreciate, maximize your J&J 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
J&J Benefits

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Individuals and Families

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Cerity Partners provides financial planning and advisory services to employees of J&J. Cerity Partners is not affiliated with, endorsed by, or officially sponsored by J&J.

See our full disclosures page for more information.

Specialized Financial Planning Advice for J&J 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.

Jason Simpson

Principal

Book your meeting

This call with me 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!

Jason Simpson

Principal

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