Daniel Johnson (CEPA, CFP®, MBA)

Daniel Johnson focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

I am a real estate investor, small business owner, AirBnB operator and trusted financial planner. I started RE|Focus Financial Planning, a boutique planning firm focused on working with real estate investors and small business owners. As a CERTIFIED FINANCIAL PLANNER™ professional, I help successful individuals and families gain clarity on their current situation and future goals. If that sounds like you, let’s have an introductory conversation to learn more.

Additional Information

Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial, a fee-only financial planning firm based in Asheville, NC. In 2017, he relocated from Asheville to Winston-Salem, NC with his family to lead the opening of a new office. During his time with Parsec, he worked with over 140 different households, some of which were just starting their financial journey and others in which he was helping transition $20+ million of family assets. Daniel holds a BS in Accounting from the University of North Carolina at Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA). Daniel has also been actively involved in NAPFA (National Association of Personal Financial Advisors) for the past 5 years, serving as the chair of NAPFA Genesis, and currently a member of the South Region Board.

NAPFA Start Date

April 08, 2014

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This Office

500 W 5th St Ste 800 Winston Salem, NC 27101-3131 Phone: (336) 934-0900