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Duane Johnson
Founder, Retirement and Financial Planning Specialist

Duane is the founder of the Duane Johnson Group, a financial services firm working to help both retirees and pre-retirees gain confidence in their financial futures. Duane began his career in the financial services industry in 2000. His workshops, which have been attended by thousands of consumers each year in Southern California, offer insight on how to conserve your assets, increase your retirement income and potentially reduce your taxes.



Laura Johnson
Director of Marketing and Administration

Laura is the Director of Marketing and Administration. If you have received a seminar invitation in the mail, seen our flier in the local newspaper or viewed our website, you have already experienced some of the work Laura does at the Duane Johnson Group. She’s also responsible for making sure the office runs smoothly.

 

 



Danielle Boore
Office Manager

Danielle is our Office Manager. She is your first impression to our office, making you feel welcome as the first person you see when you visit or the first voice you hear when you call. Danielle supports the Duane Johnson Group team in many daily tasks. She is the happy face who greets our seminar attendees and is 
responsible for organizing Seminar set-ups. Danielle has extensive banking industry experience and has supervised two credit unions.

 



David Santos
Financial Professional, Insurance Licensed

David has been working with the Duane Johnson Group since 2012, and his primary goal is to help both retirees and pre-retirees have more confidence in their financial futures. He is passionate about serving our clients by helping them accomplish their financial goals. David was in the United States Marine Corps for more than 22 years. He resides in Riverside County with his wife and two sons.

 



William Stiles
Tax Advisor

Bill formed his first financial planning firm — Westlake Financial Services — in 1980 after leaving a Fortune 500 financial organization as a sales vice president. His firm specialized in systems that sheltered income from taxes that ultimately turned into tax-free retirement income. After moving to San Diego, Bill founded a tax planning and preparation firm with his wife. In 2013, he came out of retirement to form Tri-Valley Tax Advisors with his long-time associate, Duane Johnson. Today, he is focused on helping those who are retired or planning for retirement take advantage of the new tax rules approved in 2002 and beyond. These new rules can turn a modest IRA account into a lifetime of income that can span three generations.


Duane Johnson Group - California Financial Planning | Phone: 951.244.6702 | Fax: 951.244.6702