Daniel Johnson (CFP®, MBA)

Daniel Johnson focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Medical Professionals
- Real Estate Investments
- Retirement Plan Investment Advice
- Tax Planning
- College/Education Planning
- High Net Worth Client Needs
- Medical Professionals
- Real Estate Investments
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
Daniel joined Parsec in 2013. His professional experience includes investment advisory services, personal banking services, and tax preparation with a large credit union. Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). Daniel focuses on working with those working in the Medical/Dental field, with work histories ranging from currently in residency to approaching retirement. Daniel has been quoted in a number of publications, including the Wall Street Journal, AARP Bulletin, and the CFA Institute Magazine. He holds a Bachelor of Science degree in accounting from the University of North Carolina at Asheville, as well as an MBA with a certificate in finance from East Carolina University.
NAPFA Start Date
April 08, 2014