Daniel Woods, CPWA® Inactive
Daniel Woods is an accounting and financial services fiduciary who partners with CEOs, executives, and solopreneurs to grow their personal and professional interests.
Having worked with startups and multi-million-dollar companies, Daniel knows what drives a successful going concern and the obtainment of an individual's desired financial outcome—and it’s not by offering an off the shelf product. It’s how you connect with the people you’re assisting, create customized solutions to solve their problems, and execute your commitments to accomplish their goals.
Daniel successfully completes engagements in and around the United States for key decision makers of both product and service-based companies, competing in a multitude of spaces. In addition to his extensive business experience, Daniel is a degreed accountant, Certified Private Wealth Advisor® (CPWA®), Certified Public Accountant (CPA) Candidate, and plans to sit for the Chartered Financial Analyst (CFA) exams.
Daniel holds a Bachelor of Arts in Business Administration, with a concentration in Accounting and Professional Business, from California State University, Fullerton.
Daniel, a native Southern Californian who lives in Oceanside with his wife and two children, is an avid surfer, shaper, snowboarder and wood worker. He is actively committed to the North County community and the accounting and financial services industries.