Nancy Johnson
- CFP
- Director
For over 40 years in the financial services industry, Nancy Johnson has been on an adventure. In her role as Director at Pelorus Capital Management, she’s the guide for individuals & multigenerational families on their intrepid journey to financial goals & milestones. With specialties in portfolio management, estate planning strategies, retirement planning and insurance, Nancy feels her clients know she will ALWAYS take good care of them.
After venturing through places like Merrill Lynch, Prudential Bache, Smith Barney, and Wells Fargo Advisors, Nancy joined Pelorus to gain the freedom to have more control over her life. She earned several designations and honors throughout her adventure, like being named as one of the 2020 Forbes Top Women Wealth Advisors, and the 2023 and 2024 Forbes Top Wealth Women Advisors Best-In-State and earning the CERTIFIED FINANCIAL PLANNER® certification, and becoming a Senior PIM Portfolio Manager.
After her family, Nancy’s three greatest passions are traveling, cooking, and working in the vegetable garden. During the spring and fall planting seasons, you’ll find her getting her raised beds ready. She also is passionate about supporting The Laguna Food Pantry and Donor’s Choose, which matches her donations with her former elementary school in South Central LA. Always the adventurer, Nancy has had wanderlust for as long as she can remember. When you see her, ask her about where her latest annual trip abroad took her!
California Insurance License Number 0A55171. Resident State California
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).
The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).
The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
After venturing through places like Merrill Lynch, Prudential Bache, Smith Barney, and Wells Fargo Advisors, Nancy joined Pelorus to gain the freedom to have more control over her life. She earned several designations and honors throughout her adventure, like being named as one of the 2020 Forbes Top Women Wealth Advisors, and the 2023 and 2024 Forbes Top Wealth Women Advisors Best-In-State and earning the CERTIFIED FINANCIAL PLANNER® certification, and becoming a Senior PIM Portfolio Manager.
After her family, Nancy’s three greatest passions are traveling, cooking, and working in the vegetable garden. During the spring and fall planting seasons, you’ll find her getting her raised beds ready. She also is passionate about supporting The Laguna Food Pantry and Donor’s Choose, which matches her donations with her former elementary school in South Central LA. Always the adventurer, Nancy has had wanderlust for as long as she can remember. When you see her, ask her about where her latest annual trip abroad took her!
California Insurance License Number 0A55171. Resident State California
2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com).
The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).
2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com).
The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
