Our Team

 
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David Johanson, CFP®

David is a Certified Financial Planner™ and is responsible for developing, implementing, and maintaining client’s financial planning needs.

After graduating from UCLA, David worked as an accounting professional for a large multifamily real estate firm for 10 years. His passion for digging into the details and desire to help people reach their financial goals led David to join forces with Eric Johanson, CFA and start Scope Wealth Management in 2015. As a CFP®, David takes pride in his fiduciary responsibility and fee-only approach to ensure that his financial planning advice to clients is prudent, objective and tailored to each client’s specific situation.

David resides in Denver, Colorado and enjoys spending his free time doing recreational activities in the mountains with his wife and dog.

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Eric johanson, cfa®

Eric is a CFA charterholder and Portfolio Manager for Scope Wealth Management.

Eric earned his degree in Finance from San Diego State University in 2007. His career began working as a financial analyst for a Fortune 500 company in the defense industry. He then worked at a government agency for the Provincial Government of Saskatchewan, Canada, and as a private equity analyst in the Bay Area, California. He formerly served on the Young Professionals board for the CFA Society of San Francisco, and founded the Investment Bootcamp initiative, a philanthropic organization dedicated to spreading financial literacy throughout the community.

In his free time he enjoys skiing, playing tennis and rooting for the San Diego Padres baseball team.