Katie Johnson

Katie project manages the transition process and implementation of UCFA’s “100 Day Plan”. She serves as a liaison between the newly acquired firm and the Newport office during the transition process, overseeing the transfer of assets and operational development during the integration phase of newly acquired firms. In addition, she facilitates the New Office Orientation, Advice Academy and continuing education through UCTV web broadcasts.

Katie previously served as a client relationship manager for Signature Estate and Investment Advisors. She was an instructor at California State University, Long Beach teaching Public Speaking, Interpersonal Communication and Small Group Communication.

She received her MA in Speech Communications w/ an emphasis in Social Science Research from California State University, Long Beach in 2005. She received her BA in Speech Communications from California State University, Long Beach in 2003. She is FINRA Series 7 licensed.

Katie is an avid UCLA Football fan due to her husband Ryan being alumni.  They are season ticket holders and look forward to the football season every year.  She also enjoys traveling internationally and has recently visited Greece and China.

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