Daniel Johnson, CFP®, MBA RE|Focus Financial Planning
- 500 West 5th Street Suite 800, Winston Salem, NC 27101
- (336) 934-0900
- http://www.refocusfp.com/
About Daniel Johnson, CFP®, MBA
Before starting RE|Focus Financial Planning, Daniel Johnson spent 7 years with Parsec Financial, a fee-only wealth management 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 retirees, pre-retirees and real estate investors without conflict. Our fixed-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. Daniel is a CFP® professional and 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 as a past 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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
