Nzo Caleb Johnson MBA, Johnson & Associates Wealth Strategies, LLC

Nzo Caleb Johnson MBA, Johnson & Associates Wealth Strategies, LLC Founder & Principal of Johnson & Associates Wealth: helping business owners, executives, physicians, and high earners navigate their financial journey.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither Johnson & Associates Wealth Strategies LLC nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Johnson & Associates Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.

300 Washington Street, Suite 300
Monroe, LA, 71201
601.807.7456
318.387.4771

CA License #4210203

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

🎉 We’re Proud to Celebrate Our Founder & CEO! 🎉Johnson & Associates Wealth Strategies is honored to announce that our Fo...
08/01/2026

🎉 We’re Proud to Celebrate Our Founder & CEO! 🎉

Johnson & Associates Wealth Strategies is honored to announce that our Founder and CEO, Caleb Johnson, has been selected as one of the Monroe Chamber of Commerce’s 2026 Young Professionals Top 20 Under 40 award winners.

After being nominated alongside an outstanding group of young professionals from across Northeast Louisiana, Caleb was chosen as one of 20 leaders recognized for professional excellence, community involvement, and leadership.

This award reflects more than success in business. It represents Caleb’s continued commitment to serving families and business owners, supporting local organizations, investing in our youth, and helping build a stronger community for future generations.

We are grateful to the Monroe Chamber of Commerce, Northeast Louisiana Young Professionals, and everyone who continues to support Caleb and the mission of Johnson & Associates Wealth Strategies.

Please join us in congratulating Caleb and all of the 2026 Top 20 Under 40 honorees!

Leadership is not only measured by what you accomplish—it is measured by the lives and communities you positively impact along the way.

Congratulations, Caleb! This recognition is well deserved, and we know the best is still ahead.

Three years ago, I set a goal.Not simply to qualify for Executive Council; but to build the kind of practice that famili...
07/20/2026

Three years ago, I set a goal.

Not simply to qualify for Executive Council; but to build the kind of practice that families, professionals, business owners, and executives could trust for generations.

Today, I’m incredibly grateful to share that I’ve qualified for New York Life’s 2026 Executive Council for the third consecutive year.

When I started my career in late 2022, I knew exactly where I wanted to go, but I also knew it wouldn’t happen overnight. Every year has required another level of growth, more discipline, and a commitment to becoming a better advisor than I was the year before.

This past year has been my best yet.

Not because of a title.

Because I had the opportunity to serve more people, solve more complex planning challenges, and help more families move toward financial confidence.

Whether we’re discussing wealth accumulation, l retirement preparation, business succession, tax-efficient strategies, or creating a lasting estate plan, my goal has always been the same:

To simplify complex financial decisions and help people build lives; and legacies, they’re proud of.

The learning doesn’t stop here.

I’m currently studying for my Series 7 as I continue expanding the ways I can serve my clients. Every designation, every license, and every hour of study is another investment into providing more value to the people who trust me with some of life’s biggest financial decisions.

To every client, referral partner, mentor, family member, and friend who has supported this journey; thank you. Your confidence in me is something I’ll never take for granted.

We’re just getting started.

Here’s to another year of serving with excellence, growing intentionally, and helping even more families create financial security and generational wealth.

The sky isn’t the limit.

It’s just the beginning.

Celebrating Leadership. Celebrating Service.At Johnson & Associates Wealth Strategies, we are proud to announce that our...
07/19/2026

Celebrating Leadership. Celebrating Service.

At Johnson & Associates Wealth Strategies, we are proud to announce that our Founder & CEO, Caleb Johnson, MBA, has been nominated for the Monroe Chamber of Commerce’s 2026 Top 20 Under 40.

This recognition extends far beyond professional success. It reflects a commitment to serving our clients, investing in our community, and leading with purpose.

Since founding Johnson & Associates Wealth Strategies, Caleb has dedicated himself to helping individuals, families, business owners, physicians, executives, and retirees navigate life’s most important financial decisions. From wealth accumulation and retirement planning to estate and legacy planning, his mission has always been to provide thoughtful strategies that help clients build confidence and long-term financial security.

Beyond the office, Caleb is passionate about giving back. Whether mentoring young people through baseball, supporting local nonprofits and charitable organizations, or serving throughout the Monroe community, he believes success is measured by the lives we impact—not just the goals we achieve.

This nomination is a reflection of the relationships built, the families served, and the community that continues to inspire our work every day.

Congratulations, Caleb, on this well-deserved recognition. Your leadership continues to shape the future of our firm and the communities we proudly serve.

Please join us in congratulating him on being named a 2026 Monroe Chamber of Commerce Top 20 Under 40 Nominee!

Big congrats to Caleb Johnson, Johnson & Associates Wealth Strategies – a 2026 nominee! ✨

Join us at the Top 20 Under 40 Awards Reception at ULM Bayou Pointe Event Center on July 30th at 5:30pm!

Register now: https://members.monroe.org/events/details/top-20-under-40-2026-2098?calendarMonth=2026-07-01

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Monroe, LA
71201

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