Daniel Woods Email & Phone Number

Daniel Woods is a dedicated accounting and financial services fiduciary, committed to helping CEOs, executives, and solopreneurs advance both their personal and professional goals.With extensive experience ranging from startups to multi-million-dollar enterprises, Daniel has developed a keen understanding of what drives successful businesses and the strategic approaches required to achieve optimal financial outcomes.Daniel’s methodology extends far beyond traditional services. He prioritizes building authentic relationships, delivering personalized solutions, and investing fully in his clients' success.Throughout his career, he has completed a diverse range of engagements across the United States, partnering with key decision-makers in various product and service-based industries.Daniel earned his Bachelor of Arts in Business Administration, with concentrations in Accounting and Professional Business, from California State University, Fullerton. His credentials include being a degreed accountant, Certified Private Wealth Advisor® (CPWA®) inactive, a Certified Public Accountant (CPA) candidate, and plans on pursuing the Chartered Financial Analyst (CFA) designation.Rooted in the Southern California community, Daniel lives in Escondido, where he enjoys an active lifestyle, including surfing, snowboarding, mountain biking, and woodworking.

Listed skills include Strategic Planning, Entrepreneurship, Finance, Business Planning, and 41 others.