Daniel is the sole shareholder of the accounting firm Rohr & Associates. He joined Vellum Financial, one of two firms that merged to form WealthSource Partners, in 2014 and now offers clients the full spectrum of financial services as an Independent Wealth Advisor of WealthSource.
Daniel received his Bachelor of Science degree in Business Administration with a concentration in Accounting from the California Polytechnic University in San Luis Obispo and is pursuing a Masters in Taxation from Golden Gate University. He is a California Certified Public Accountant, Personal Financial Specialist, and Enrolled Agent.
Daniel’s accounting and tax knowledge offers an advantage to his clients when advising on financial matters. His CPA designation and Enrolled Agent license affords him the unique ability to offer tax advice in connection with a client’s full financial plan.
Daniel is married and has two young children. When out of the office he enjoys spending time with family and friends.