Daniel Johnson Iii, Cfp® Email and Phone Number
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Daniel Johnson Iii, Cfp® personal email
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As Fee-Only Wealth Consultant at The Wealth Conservatory, I have over 15 years of experience in financial services and hold the CFP® credential, which demonstrate my commitment to high standards of ethics, education, and excellence in financial planning. The Wealth Conservatory is a boutique financial planning company located in NC, NH, and CA, but working with clients across the United States, offering fee-only, fiduciary, and customized advice.My passion is 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. As a real estate investor myself, I have acquired and managed multiple properties using different strategies, such as BRRRR, mortgage optimization, and short-term rentals. I work with clients to build financial plans that will minimize taxes, mitigate risks, and build their wealth to accomplish their goals.
The Wealth Conservatory
View- Website:
- wealthconservatory.com
- Employees:
- 4
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Vice President And Wealth ConsultantThe Wealth ConservatoryWinston-Salem, Nc, Us
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Vice President/Wealth ConsultantThe Wealth Conservatory Dec 2024 - PresentLebanon, Nh, UsWe 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!
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Owner | InvestorReal Estate Investor Aug 2007 - PresentBegan 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.
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Lead Financial Planner/FounderRefocus Financial Feb 2021 - Dec 2024Winston-Salem, North Carolina, UsHelping 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. -
Senior Financial AdvisorParsec Financial Jan 2017 - Jan 2021Led 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.
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Financial AdvisorParsec Financial Aug 2013 - Dec 2016Worked 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.
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Tax Preparation Services SpecialistSecu Jul 2012 - Aug 2013Raleigh, 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. -
Senior Financial Services OfficerSecu Mar 2010 - Aug 2012Raleigh, 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.
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Financial Services OfficerSecu Oct 2008 - Mar 2010Raleigh, Nc, Us
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Assistant Technical DirectorRidgecrest Conference Center Jan 2006 - Oct 2008Ridgecrest, 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.
Daniel Johnson Iii, Cfp® Skills
Daniel Johnson Iii, Cfp® Education Details
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East Carolina UniversityFinance -
University Of North Carolina AshevilleAccounting
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Campbell UniversityBusiness Administration
Frequently Asked Questions about Daniel Johnson Iii, Cfp®
What company does Daniel Johnson Iii, Cfp® work for?
Daniel Johnson Iii, Cfp® works for The Wealth Conservatory
What is Daniel Johnson Iii, Cfp®'s role at the current company?
Daniel Johnson Iii, Cfp®'s current role is Vice President and Wealth Consultant.
What is Daniel Johnson Iii, Cfp®'s email address?
Daniel Johnson Iii, Cfp®'s email address is cd****@****ial.com
What is Daniel Johnson Iii, Cfp®'s direct phone number?
Daniel Johnson Iii, Cfp®'s direct phone number is +182833*****
What schools did Daniel Johnson Iii, Cfp® attend?
Daniel Johnson Iii, Cfp® attended East Carolina University, University Of North Carolina Asheville, Campbell University.
What skills is Daniel Johnson Iii, Cfp® known for?
Daniel Johnson Iii, Cfp® has skills like Leadership, Estate Planning, Financial Advisory, Personal Tax Planning, Accounting, Dcf, Retirement Planning, Financial Planning, Wealth Management Services, Microsoft Powerpoint, Teaching, Tax Law.
Who are Daniel Johnson Iii, Cfp®'s colleagues?
Daniel Johnson Iii, Cfp®'s colleagues are Jay Hutchins, Steve Bell.
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