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DOAAR: Accounting and Financial Services (est. 2006)

(888) 405-0880 3156 Vista Way, Suite 400, Suite 400, Oceanside, CA 92056 M-F 8am-5pm, Sa-Su Closed Official site

Categories: Financial Planning, Accounting, Tax

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DOAAR: Financial Planning & Investment Advisory Specialties: DOAAR is a strategic advisor to business owners, executives, individuals, celebrities, & athletes. There are countless advisors in the marketplace that just manage investments. There are others that focus solely on financial planning. DOAAR is one of the few boutique firms able to provide expert advice in investment, tax, deal structure, risk management, financial planning, and corporate retirement planning (including 401k design & implementation). Our wealth management process allows clients to see more, do more, and know more. Clients have a holistic view of their assets and liabilities, financial goals, and critical documents, in a consolidated, organized, and tailored platform that is updated daily. History (Established in 2006): DOAAR is a small and responsive team of CPAs, financial planners, certified private wealth advisors, corporate retirement planners, and celebrity/athlete business managers. Our goal is to educate, and ultimately reduce the amount of time, energy, and stress our clients spend on household finance and investment management decisions. Your goals are paramount to us, and the stewardship of your financial future is not a responsibility we take lightly. Meet the Business Owner: Daniel Woods is an accounting and finance fiduciary who partners with celebrities, athletes, 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. 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, 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 advisor, financial planner, tax planner, deal structure & risk management (Life, Health & Accident Insurance)

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