John E. Line, CPA, CFP®, CVA - This is not a CPA firm.
Financial Advisor, Partner
After more than a decade of financial planning experience, Johnny joined Paladini Financial Management in March of 2008. His exceptional technical knowledge, his commitment to independent fee-only planning and his personal commitment to client service make Johnny an integral part the PFM service team.
Johnny began his career in 1998 at the Tax Consulting Group of the international CPA firm Deloitte & Touche in Dallas. There he provided tax consulting services on the individual, corporate and partnership level before moving onto the fee-only planning firm of Cain Watters & Associates in 2001. At Cain Watters Johnny provided financial planning services and practice transition consulting to self-employed individuals, primarily dental and healthcare professionals.
Johnny received his Bachelor of Business Administration and Master of Taxation from Texas A&M University in 1997, and earned an internship with the international CPA firm of Ernst & Young in New York City. He is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER, as well as a Registered Investment Advisor with the state of Texas.
In addition to these qualifications, Johnny is a Certified Valuation Analyst (CVA), which is the gold standard of accreditation for business valuation professionals. The CVA guidelines set the foundation for PFM’s dental practice valuations and transition strategies.
Johnny and his wife Shelly live in Dallas with their two young children, Lydia and James.