About Wealth Design, LLC

Wealth Design LLC is a Registered Investment Advisory firm, providing integrated wealth management services to individuals with substantial income or assets. We are located in the heart of Silicon Valley. We provide an exceptional level of sophistication and service. The principals at Wealth Design have more than forty years of combined experience in the financial services industry. We have been serving families in the San Francisco Bay area and beyond since 1984.

We enable our clients to eliminate the need to assemble multiple advisors from multiple firms. We are a comprehensive wealth management firm providing services that include:

The Team

Gene Ka — Managing Partner
With over 15 years of experience in the financial services industry, Gene brings to Wealth Design extensive knowledge of financial planning, asset management and estate planning. Gene was a Senior Financial Advisor with American Express Financial Advisors from 1990 to 1996. He left American Express to form Ka, Demmler & Associates, an independent financial advisory firm in Campbell, CA. In the spring of 2000 Ka, Demmler & Associates became Wealth Design, LLC. Gene attended Purdue University and is a member of Alpha Tau Omega fraternity.

David L. Johanson, CFP, CIMA — Managing Partner
David has been in the investment and financial services profession since 1985. His expertise in investment management, tax planning and tax preparation is unique within Wealth Design. David graduated from the University of San Francisco with a degree in Applied Economics and did his graduate studies at Santa Clara University. He was President of Affirmed Financial Management Inc. for twelve years. Prior to Affirmed Financial Management Inc., David was the Investment Division Manager for Bank of the West throughout the State of California. He is a Certified Financial Planner™ Professional (CFP) and Certified Investment Management Analyst (CIMA).

Toby W. Johnston, CFP, CPA - Wealth Advisor
Toby Johnston holds a Master's Degree in Taxation from Brigham Young University and is a Certified Public Accountant.  He comes to us from KPMG Peat Marwick, one of the Big Four accounting firms, where he specialized in family taxation services and comprehensive financial planning for some of Silicon Valley's most successful individuals and their businesses.  As a Certified Financial Planner, Toby seeks to integrate investment advisory, tax, and financial planning strategies to optimize the financial well being of his clients.  Toby also teaches in the Business Department at Foothill College and prides himself in his ability to convey complex financial concepts in simple ways.