Vision Wealth is a wealth planning and investment firm based in Camarillo, CA, founded by Brent Johnson, CFP, ChFC. With a focus on serving a smaller client base, their dedicated team aims to simplify the wealth accumulation and stewardship process by providing wisdom, simplicity, and clarity in a noise-filled financial world.
Driven by a disciplined planning process and a principle-driven philosophy, Vision Wealth develops personalized financial plans and investment strategies tailored to each client's goals and risk tolerance. As a registered investment adviser, they offer investment advisory services through Mutual Advisors, LLC, and securities through Mutual Securities, Inc., providing clients with comprehensive wealth management solutions.
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