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Team



Robert Johanson, CPA, CFP®, CVA

Professional Work History

Mr. Johanson is president of RVJ Associates, Inc. a CPA firm specializing in tax consulting and compliance, estate planning, business valuation and consulting. He is also an advisory affiliate of NBS Financial Services, Inc. a full service financial planning and investment advisory firm registered with the Securities and Exchange Commission. He is a licensed real estate broker and assists clients with real property and mortgage related transactions.

From 1978 to 2001, Mr. Johanson was a partner with Andreoli, Johanson & Wood, a CPA firm specializing in the fields tax planning and compliance, forensic accounting, business valuation and mediation services.

Mr. Johanson's additional career highlights included employment with Bank of America, The Federal Reserve Bank of San Francisco, California State Banking and Controller's Departments and as auditor with Alexander Grant & Company, CPAs, currently known as Grant Thornton.

Media Appearances

He is a nationally recognized expert in the areas of tax and financial planning. He has had numerous television appearances and his opinion has been sought after by such publications as The Wall Street Journal, USA Today, Barron’s, Financial Planning Magazine, Registered Rep Magazine as well as numerous newspapers throughout the country. He has been featured on CNN FN, Bloomberg Television, CNBC, KTLA Business News as well as many other radio stations throughout the country regarding tax and business planning issues.

Education and Licenses

Mr. Johanson received his Accounting Degree from California State University at Long Beach. He earned his CPA certifications from the State of California in 1978 and the State of Nevada in 1986. He holds both NASD Series 7 and 65 licenses. In addition, Mr. Johanson is a Certified Financial Planner CFP ® and Certified Valuation Analyst. Mr. Johanson is also licensed by the California Department of Real Estate as a Real Estate Broker and as a mortgage loan originator by the Nationwide Loan Licensing System & Registry.

Professional Memberships

American Institute of Certified Public Accountants

AICPA Tax Division

AICPA Financial Planning Division

AICPA Division For Accounting Firms

Financial Planning Association

California Society of Certified Public Accountants

California Association of Realtors

Nevada Society of Certified Public Accountants

National Association of Certified Valuators and Analysts

National Association of Realtors

Nationwide Mortgage Licensing System & Registry

Member - Ventura, Santa Barbara & San Luis Obispo County CPA Society

Member – Greater Conejo Valley Chamber of Commerce

Member – Conejo, Simi, Moorpark Association of Realtors

Janice Johanson

Todd Johanson

Michael Hudes, CPA