Vision Wealth

We are a team of dedicated professionals committed to simplifying your financial journey. As a small boutique firm, we pride ourselves on being referral-based and distinct from larger brokerage houses. Our focus is on providing simple, straightforward, and principle driven solutions rather than market-driven advice.

Our team combines expertise and a client-centric approach to help you reach your financial success.

We work together to provide personalized solutions tailored to your unique needs and objectives. Together, we can streamline the complexities of financial management, empowering you to make informed decisions with confidence.

We believe in principle-based investing, emphasizing thoughtful decision-making over reactionary behavior. Minute-to-minute investment decisions can lead to unnecessary complexity and stress. We guide our clients toward long-term strategies based on their financial goals and aspirations. Our goal is to help you make decisions based on longevity rather than getting caught up in the noise of the market, and we are here to support you throughout your financial journey.

Meet Our Team

Brent Johnson CFP, CHFC

Founder & Principal

CA License: #0C50181

Brent Johnson is the founder and principal of Vision Wealth Investment Firm. With over twenty years of experience within the financial services industry, Brent and the team are equipped to give guidance and a steady hand to individuals, families, or small businesses.

Brent’s focus is to craft a comprehensive financial plan tailored to his clients' specific goals and circumstances. He is a graduate of Westmont College and holds the designations of Chartered Financial Consultants (ChFC) and Certified Financial Planner (CFP). Brent specializes in working with individuals who have stock option plans, grants, and restricted stock units. Many of his clients would fit the criteria for highly compensated individuals and professionals. Brent is versed in assisting with structured settlements as well as constructing small business profit sharing and defined benefit plans. In addition to this, Brent is also dedicated to having sustained communication with all clients to ensure their financial plans remain aligned with their goals. Moreover, Brent enjoys supporting and developing strategies with clients for charitable and philanthropic giving and strives to create more simplicity and order into his clients’ lives so that they can focus on what they enjoy the most and do what is important in their lives.

On the personal side, Brent loves being a father to his four daughters. He also coaches and guides younger children in basketball and volleyball. Brent is active in his local church and loves spending time reading the classics, hiking in national parks, piano, golfing, gardening, cooking, volleyball and more recently he is getting tossed around (literally) in a self-defense class called Krav Maga. He also currently sits on the board of the Californian Young Artists Symphony.

Cindy Pavell

Executive Assistant & Office Manager

Cindy Pavell is the Executive Assistant and Office Manager for Vision Wealth. She is the newest member of the team and started in 2023. Cindy enjoys collaborating with her team and works with new and existing clients to ensure that they receive the outstanding service that Vision Wealth is known for. In addition to assisting Brent with scheduling meetings, she serves a diverse range of client needs in a caring and professional manner. Prior to joining the firm, she has 20 years of combined experience as an Executive Assistant working in the President’s Office at Pepperdine University in Malibu and for the Senior Pastor at Calvary Community Church in Westlake Village.

Cindy and her husband, Bill, have been married for 39 years and they have two amazing daughters and two equally amazing sons-in-law (coincidentally both named Andy). She is very close to her family, which also includes her parents, two sisters, in-laws, and numerous nieces and nephews. She is a member of Calvary Community Church and has been active in many ministries there over the years. In her spare time, she enjoys reading, gardening, cooking, crafting, wine tasting, and spending time with friends and family.

Jeff Wright

Paraplanner

Jeff Wright joined Vision Wealth in 2005 and has been in the financial services industry since 2000. He brings a strong foundation in financial planning and analysis to the team. Jeff collaborates with team members and clients in the development, analysis, review and monitoring of customized financial plans. This includes conducting investment research; financial, investment and insurance planning; and identifying portfolio allocations tailored to each client’s needs and risk tolerance. Jeff’s responsibilities also include overseeing day-to-day systems for the office and strategic operations.

Jeff graduated from Westmont College with a Bachelor of Arts degree in Business and earned his Series 7 license in 2002. He and his wife, Brittney, now reside in Carpinteria, CA where they are raising two daughters. They enjoy hiking and going to the beach.

Naomy Hernandez

Client Services Specialist

Naomy Hernandez is the Client Services Specialist for Vision Wealth and has been working in the financial services industry since 2021. Before joining the Vision Wealth team, she was an insurance broker and helped prepare families for their futures and built and maintained professional relationships with her clients. She is currently a student at California State University Northridge and is working towards getting her Bachelor’s degree in Marketing and Finance and will be graduating in Spring 2024. At Vision Wealth she enjoys working with all clients as they work through all possibilities for their financial futures and help bring them clarity when needed.

Naomy is the middle child of her family and has two sisters whom she is incredibly close with and loves spending time with. She also cherishes moments spent with both her parents whether they are traveling to their second home in Mexico, having a meal, or watching football together on Sunday’s. When she is not in the office, she loves to binge watch crime documentaries and travel around in and outside of the country.

About Us

Vision Wealth

Our team combines expertise and a client-centric approach to help you reach your financial success.

Meet Our Team

Brent Johnson CFP, CHFC

Brent Johnson CFP, CHFC

Founder & Principal

CA License: #0C50181

Q & A

How do you like to stay active, if at all?

What is your favorite book?

If you could time travel, where and when would you go?

Cindy Pavell

Cindy Pavell

Executive Assistant & Office Manager

Q & A

What is your favorite season, and why?

Are there any traditions that you love that you and your loved ones have?

Do you have a favorite quote or saying that resonates with you?

Jeff Wright

Jeff Wright

Paraplanner

Q & A

Which musician do you wish you could go back in time and see live?

What is your favorite food?

Naomy Hernandez

Naomy Hernandez

Client Services Specialist

Q & A

If you could travel anywhere in the world, where would you go and why?

If you could have any superpower what would it be?

What’s something on your bucket list that you hope to achieve one day?