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Philadelphia Estate Planning Council

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Shane Johnson

Perspective Financial Group, An Alera Group Company


Member profile details

First name
Last name
Perspective Financial Group, An Alera Group Company
Senior Partner

Additional Membership Information

Organization Logo
Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Insurance
  • Investments
Professional Bio
Shane M. Johnson joined J.R. Burke in January 2011 after eight years with two regional insurance and annuity brokerage firms where he designed and facilitated the implementation of insurance and annuity solutions for clients of the financial professionals with whom he partnered. This experience, coupled with a passion to serve the unique needs of clients, led him to join Perspective Financial Group. In his current role, Shane works closely on all new and existing client situations and is an ideal candidate to be a successor owner. Shane’s clients appreciate his broad knowledge and genuine concern for their interests and goals.

Shane graduated from Shippensburg University with a BSBA, and dual major in finance and economics. He is an alumnus of Alpha Kappa Psi Professional Business Fraternity. He had the opportunity to study international business finance and economics while living abroad, at the Aarhus School of Business in Denmark. Shane holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from The American College. He is a member of the Chester County and Philadelphia Estate Planning Councils and is a former Board Member for the Society of Financial Service Professionals (SFSP) who named him a “Top Leader Under 40” in 2012-2017 (this distinction is given to members of the Society who have been nominated by fellow members of the chapter).

A resident of Malvern, on Philadelphia’s Main Line, Shane enjoys the quiet suburban lifestyle and quick access to the many parks and trails he frequents. In addition to spending time with his partner Olivia and their young son, Gabriel, he is actively involved in numerous non-profit organizations; one devoted to serving the needs of Veterans and others focused on Multiple Sclerosis and Autism. He and his family are active supporters of The Mann Center for the Performing Arts where he currently serves as part of their Ambassador Program.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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