Daniel Johnson

CFP®, MBA

Parsec Financial

Senior Financial Advisor

Daniel Johnson

CFP®, MBA

Parsec Financial

Senior Financial Advisor

I am honored to be a fee-only financial advisor. Putting my clients’ interest above my own just feels like the right way to deliver financial advice. - Daniel Johnson, CFP®, MBA

Independent, Fee-Only Financial Advisor Located in Winston-Salem, NC and Serving Clients Nationwide

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Daniel Johnson is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a Master of Business Administration with a concentration in finance from East Carolina University and a Bachelor of Science in accounting from the University of North Carolina Asheville. Prior to joining Parsec in 2013, Daniel held many different roles at a state-wide credit union here in NC. He is a member of the National Association of Professional Financial Advisors, where he is currently the Committee Chair for the NAPFA Genesis committee. In addition, he is also a member of the Financial Planning Association. Daniel is actively involved in the Winston-Salem community and currently serves on the Board of Members at the William G. White Jr. YMCA. Additionally, he is a member of the Rotary Club of Winston-Salem. Daniel and his wife have three boys, all two years apart.

Daniel Johnson is a Member of the National Association of Personal Financial Advisors

The 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.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Parsec Financial is a fee-only Registered Investment Advisor (RIA) with $2.5 billion in assets under management as of March 31, 2020. Parsec provides wealth managementtax planning, trust services and business retirement services to more than 1,700 individuals and businesses in six offices across North Carolina.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Investment Management
  • Young Family Financial Planning
  • Retirement Income Planning

Ideal Clients

  • Business Owners and Executives
  • Medical Professionals
  • Early Retirees
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Daniel Johnson

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Office Locations:

  • 100 North Cherry Street
    Suite 505
    Winston-Salem, NC 27101

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