Managing Partner

Daniel J. Rohr, CPA/PFS, EA, M.S. Tax

Daniel leads Rohr CPAs with a simple philosophy — financial advice should be personal, strategic, and centered around what matters most to you.

A second-generation advisor and Arroyo Grande native, Daniel took the reins of the firm from his father in 2012. Since then, he’s built an advisory practice designed to help clients think beyond tax returns and toward bigger goals — whether that’s scaling a business, preparing for retirement, or simply feeling more confident about their finances.

Daniel specializes in advanced tax planning and retirement strategy, with a knack for simplifying complex ideas. Clients appreciate his collaborative style — he’s known for bringing CPAs, attorneys, and financial advisors together around the table to create unified strategies that actually get implemented.

Daniel holds a Master’s in Taxation from Golden Gate University and a degree in Accounting from Cal Poly, where he also played football on scholarship.

Outside the office, he’s a husband, dad of three, and student of American history. He spends most weekends cooking something bold, chasing his toddler, or getting too competitive with his older kids in backyard sports.

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)
• California Society of Certified Public Accountants (CalCPA)
• Financial Planners Association (FPA)
• National Association of Enrolled Agents (NAEA)
• California Society of Enrolled Agents (CSEA)