In this episode Daniel joins from Winston-Salem, NC to share his background, how he leveraged his real estate investing background to eventually form his certified financial planning business with a niche for real estate professionals, his best practices for success, and much much more!
With over a decade of experience as a real estate investor and financial planner, Daniel Johnson found that there was very little unbiased financial planning advice for real estate investors and business owners. His answer to this need was starting RE|Focus Financial Planning. The opportunity to help individuals and families make sense of their financial situation and plan for the future is a responsibility Daniel enjoys and takes very seriously. Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial working with over 140 different households. However, Daniel’s overwhelming desire for more independence and the pull towards entrepreneurship led him to create RE|Focus where he helps individuals that have grown wealth through alternative assets like small businesses, real estate, and cryptocurrency. Daniel holds a BS from UNC Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA), and he owns and manages 8 investment properties. Some of these properties are short-term Airbnb rentals, and some are located near hospitals and marketed toward travel nurses. Daniel and his wife Sarah love living in Winston Salem, NC, with their three boys. They are active in their church and the community.
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