Accountant in Oceanside, California
Daniel Woods is an accounting and finance fiduciary who partners with CEOs, executives, and solopreneurs to grow their personal and professional interests.
After spending a decade working with multi-million dollar companies and startups, Daniel knows what truly 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 well you connect with the people you’re helping, communicate your understanding back to them, create customized solutions, 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 Certified Private Wealth Advisor® (CPWA®), Certified Public Accountant (CPA) Candidate, and plans to sit for the Chartered Financial Analyst (CFA) exams.
Daniel holds a Bachelors 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 financial services industry.
Specialties: investment, planning, tax, deal structure & risk management
Firm specialties: bookkeeping, internal process & control consulting, tax preparation, tax planning, tax minimization, controller & CFO services, individual & corporate retirement planning 401(k), charitable & estate planning, portfolio management & growth maximization.
Services provided to: individuals, business owners, small businesses, b2b/private label, celebrities, athletes, & family offices.