Daniel Johnson Iii, Cfp® Email & Phone Number

Winston-Salem, Nc, Us

Lebanon, Nh, Us

We enjoy helping guide our clients on their financial journey, and achieving their goals with confidence. Doing this through financial planning, tactical tax planning, and wise investment management. Reach out to learn more!

Began investing in real estate in 2007, currently own 7 Short-Term Rentals, 2 Long-Term Rentals, and 2 Intermediate-Term Rentals. Experienced in performing renovation projects to add value to properties, as well as maximizing income and value through active management of short-term rentals.

Winston-Salem, North Carolina, Us

Helping retirees, real estate investors, and small business owners make sense of their financial situation, create goals for the future and manage their assets to reach those goals.We build ongoing financial planning relationships with individuals and families just starting out, or planning for important transitions in their lives. We work with clients to build financial plans that will minimize taxes, mitigate risks, and build their wealth to accomplish their goals. Our fixed fee approach reduces conflicts surrounding how assets are recommended to be invested.If you have been searching for unbiased, high quality financial advice, I encourage you to visit our website at http://www.refocusfp.com.

Led the effort to establish the Parsec Winston-Salem office. Responsible for the client experience of all Winston-Salem office clients, managing office growth and client retention. We provide team based, custom wealth management advice, inclusive of investment management and comprehensive financial planning for busy professionals and their families.

Worked closely with Senior Financial Advisors and Partners of the firm to gather appropriate data from clients, prepare financial plans, and assist with presenting the plans to clients. Followed up with clients after meetings, built client confidence, began to slowly take over these relationships.

Raleigh, Nc, Us

- Member of a team that administers one of the largest Volunteer Income Tax Assistance(VITA) programs in the country.- Research tax laws and advised tax preparers on the proper reporting for each situation.- Review individual returns for accuracy and to ensure all proper tax benefits are included.- Design excel calculators that ease the return preparation process for tax preparers.- Part of a team that trained an additional 400 tax preparers for the 2012 tax season.

Raleigh, Nc, Us

- Underwrote and approved mortgages and personal loans in accordance with guidelines assigned by the Board of Directors and limits given by Vice-President.- Counseled clients with financial needs in a holistic manner.- Provided investment advisory services to members.- Worked with clients on financial plans to achieve desired personal goals.

Raleigh, Nc, Us

Ridgecrest, North Carolina, Us

- Worked with conference leaders and guests to provide the highest quality conference experience possible.- Assisted in the setup and operation of the auditorium's audio, lighting, and video equipment.

Mba, Finance

Bs Accounting, Accounting

Business Administration