Daniel Johnson III
MBA, CFP®
RE|Focus Financial Planning
Founder/Lead Planner
Daniel Johnson III
MBA, CFP®
RE|Focus Financial Planning
Founder/Lead Planner
As a real estate investor, I know first hand how powerful this asset class can be. As a financial planner, I aim to help clients efficiently grow and manage all of their assets. - Daniel Johnson III, MBA, CFP®
Flat-fee financial planner located in Winston Salem, NC, serving clients locally and across the country
Daniel Johnson is a Winston Salem, NC fee-only financial planner. RE|Focus Financial Planning provides comprehensive and objective financial planning to help retirees and real estate investors organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Refocus on your plan.
We are a financial planning firm for Pre-Retirees, Retirees, and Real Estate Investors. We specialize in working with individuals and families that are looking to tax-efficiently transition into retirement, or investors that own real estate and desire unbiased financial advice. Our financial planning addresses all areas of your financial life from tax planning, estate planning, risk management, cash flow planning and investment management. We are a 100% independent company that does not sell any products.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirement Distribution Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Real Estate Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daniel Johnson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Johnson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Daniel Johnson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Daniel Johnson III is Quoted in MarketWatch: "How much money should I spend on Coinbase stock? Financial advisers offer guidance to young investors"
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Daniel Johnson III is a Featured Guest on The Minding Your Business Podcast
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Daniel Johnson III is Interviewed on the Blue Collar Money: Theories of Middle Class Investing Podcast: "Diversification Through Real Estate"
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Daniel Johnson III is a Guest on the Blue Collar Money: Theories of Middle Class Investing: "5 Essentials for New Real Estate Investors - How Investor, Daniel Johnson is Coaching the Next Generation of R.E. Investors"
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Daniel Johnson III is Featured on the Dwellynn Show Discussing "Airbnb Short Term Rental Tips And Trick"
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Daniel Johnson Serves on the South Region Board of Directors for The National Association of Personal Financial Advisors
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Daniel Johnson Served as NAPFA Genesis Chair
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Daniel Johnson is a Member of the Rotary Club of Winston-Salem
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Daniel Johnson is a Board Member for the YMCA of Northwest North Carolina
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Daniel Johnson is Quoted in the Wall Street Journal: "Advisers Go Back to School for Taxes"
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Daniel Johnson is Quoted on NerdWallet.com: "5 Questions to Ask Before You Buy a Life Insurance Policy"
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Daniel Johnson is Quoted in AARP Magazine: "'The Talk': Your Kids and Your Money"
Contact Daniel Johnson III
Office Locations:
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500 W. 5th Street
Suite 800
Winston Salem, NC 27101
