Daniel Johnson

Winston Salem, NC

Verified Identity

Founder at

Refocus Financial

Years of Experience

14 years

Number of Clients

Average Client Size

$850,000

Member Since

2022

Allow Me to Introduce Myself

My passion is helping individuals and families make wise financial decisions. Being heard and understood is a central need that every person has. Finances add an additional dynamic on top of the need to be heard, with many emotions that are tied up with money. My goal as a financial planner is to he...

Clientele

Real Estate Developers

Retirees

Ultra High Net Worth Individuals

Surviving Spouses

High Net Worth Individuals

Doctors

Wealthy Families

Inheritors

Nurses

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Cash Flow Analysis

High Net Worth Planning

Ultra High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Alternative Investments

Credentials and Designations

CFP®

Certified Financial Planner™

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MBA

Master of Business Administration

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Pricing Models

Flat FeeHourly Rate

Education

East Carolina University

Masters of Business Administration with a certificate in Finance

Obtained in 2011

University of North Carolina at Asheville

Bachelors of Science in Accounting

Obtained in 2008

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: December 2, 2024