Daniel Johnson, CFP®, CEPA RE|Focus Financial Planning

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About Daniel Johnson, CFP®, CEPA, MBA

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.

With an overwhelming desire for more independence and the pull towards entrepreneurship, RE|Focus Financial Planning was born in 2021. The opportunity to help individuals that have grown wealth through wise saving and investing as well as through Real Estate and Cryptocurrency (Bitcoin). Our flat-fee, non-AUM based approach allows for full independence when making investment recommendations.

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.

Daniel, his wife Sarah and their 3 boys love living in Winston Salem. They are members of Redeemer Presbyterian Church. Daniel is a member of the Rotary Club of Winston Salem, and is also on the board of advisors at the William G. White YMCA.

Read Daniel’s blog here: http://www.refocusfp.com/blog

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Ideal Clients

  • Baby Boomers
  • Real Estate Professionals
  • Retirement Planning
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $500+/mo
  • Quarterly Fee: $1500+/qtr
  • Flat Fee: $6000+/engagement
  • Hourly Fee: $250+/hr

SEC Records

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