About Daniel Johnson, CFP®

Before starting Refocus Financial, Daniel spent 7 years with Parsec Financial(now Modera), 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. With an overwhelming desire for more independence, Refocus Financial was started in 2021. The opportunity to help individuals that recognize the need of a trusted financial planner in their life. Our simple, flat-fee based approach allows for full independence when making investment recommendations.

Daniel holds an Accounting Degree from the University of North Carolina at Asheville as well as an MBA with a concentration in Finance 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 is a past member of the South Region Board.

Daniel, his wife Sarah and their 3 boys love living in Winston Salem. Working on their rental properties and Airbnb properties is one of their favorite hobbies! 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.