Carson Johnson, Social Security Specialist
Carson Johnson
Senior Financial Advisor, Peterson Wealth Advisors
Professional Profile
Carson Johnson is a Partner and Senior Financial Advisor at Peterson Wealth Advisors in Orem, Utah. With over a decade of experience specializing in retirement income planning for individuals and families, Carson began his career at Fidelity Investments which was excellent training ground working with high net worth individuals. However, he soon realized that he wanted a more personalized approach, working directly with clients to help them with all aspects of their planning and not just their investments which he found at Peterson Wealth Advisors. He holds an undergraduate degree in Personal Financial Planning from Utah Valley University and a Master’s degree from the College for Financial Planning, underscoring his commitment to excellence in the field. As a Certified Financial Planner™ (CFP®), National Social Security Advisor, Chartered Retirement Planning Counselor™, and Accredited Wealth Management Advisor™, Carson is well-equipped to guide clients through the complexities of retirement and social security options. Residing in Spanish Fork with his wife Shamri and their three children, Carson balances his professional life with family adventures, travel, and sports, particularly pickleball.
Carson Johnson has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Carson is excited to speak with you and looks forward to helping you confidently prepare for your own retirement.
Contact Carson
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.