Pictured: Rick Johnson, Stan and Donna Rosenthal
Richard Allison Johnson
Richard Allison Johnson is a 28 plus year veteran of the financial services industry. He currently is a partner in the Registered Investment Adviser
firm Marian Financial Services, Inc. In addition, he owns First Coast Planning, LLC. Both firms share offices at
109 Velvetleaf Drive in St. Johns, Florida.
Mr. Johnson currently holds four (4) professional designations: Chartered Advisor for Senior Living®, Certified Financial Planner®, Chartered Mutual Fund Counselor® and Registered Financial Consultant®. In addition, he holds both insurance and real estate licenses. He formerly held the Series 7, 9, 10, 24 and currently holds the Series 63 and 65 licenses.
Mr. Johnson is a former NYSE Branch Manager for a major brokerage firm. In addition, he is also a former Registered Principal for independent brokerage firms.
- Author of Meet Wally Street. The Reason You're Stupid.
- Investment Adviser for Marian Financial Services, Inc.
- Insurance Agent for First Coast Planning, LLC.
- Real Estate Agent for INI Realty Investments, Inc.
- Form ADV 2B Disclosure Document on Richard Allison Johnson. Click here.
Stanley B. Rosenthal
Stanley Barry Rosenthal is a 16 year veteran of the financial services industry. He currently is a partner in the Registered Investment Adviser firm Marian Financial Services, Inc. In addition, he owns Professional Estate Planners, Inc. which is doing business as Rosenthal, Starling & Associates. Rosenthal Starling & Associates is not affiliated with Marian Financial Services, Inc.
Mr. Rosenthal holds a Series 65 and insurance licenses.
Meet Wally Street is a must have book for every investor doing their financial services business with banks, insurance companies and Wall Street firms.
You must understand the revenue generating business model that benefits banks, insurance companies and Wall Street firms at your expense.