Your Financial Future.
Our Unwavering Focus.

Our financial advisor in Arroyo Grande, CA has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.

Meet WealthSource in Arroyo Grande, CA

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.

Tax planning, advisory and compliance; bookkeeping; and tax return preparation and filing services offered through Rohr & Associates, Inc. (California CPA Corporation License # 6966) and/or Daniel Rohr (California CPA License # 116268) in his individual capacity as a licensed CPA. WealthSource is not an accounting firm and Rohr & Associates, Inc. and WealthSource are independent and unaffiliated entities.

DANIEL ROHR

Independent Wealth Advisor

CPA, PFS℠

Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.

Where Service Meets Value

The WealthSource advisor in Arroyo Grandeis dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.

Financial Planning

Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.

Retirement Planning

Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.

Estate Planning

Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.

Investment Management

We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.

Tax Planning

Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.

All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. Investment advisory services offered by WealthSource Partners, LLC. Tax and accounting services and/or advice is offered by Rohr and Associates, Inc., a public accounting firm, and/or by Daniel Rohr, CPA, in his separate capacity from WealthSource. Rohr and Associates, Inc. is independent of and unaffiliated with WealthSource. WealthSource is not a law firm and does not provide legal advice. You should consult with your legal advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.

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