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

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.