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With more than 35 years of business experience including 25 years of financial consulting

I can help you chart a financial plan, build a stronger business, or map your personal path to your best life.

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Financial Advisor, Business Consultant, and Certified Life Transformation Coach

Hello! I am Gene Daniels, a retired CPA with more than 35 years of experience in the business world. Not your typical accountant, I bridge the world of business and finance with the daily issues many of us face as we travel through life from beginning our careers through retirement. As an experienced business professional, a compassionate listener, and a pragmatic problem-solver, I am your go-to consultant and coach for financial and business consulting, as well as transformational life coaching. My diverse background in corporate accounting, public accounting, and financial advising, consulting, and coaching has prepared me to guide Fortune 500 companies, small businesses, and individuals to reach business and financial goals, as well as personal success in life.
Benefit from my Financial Background
My career has provided a strong foundation to serve as your trusted advisor. I worked in public accounting as an auditor before transitioning into private accounting for companies of all sizes. As a former Series 7 licensed financial advisor, I bring valuable experience and insights into financial planning. As a sought-after professional in the field, I am proud to have been the first person in the state of Idaho to win Morgan Stanley's prestigious National Sales Director Award. This recognition speaks to my commitment to excellence and my ability to help clients achieve exceptional results. I serve clients worldwide with a focus on the Eastern United States. Feel free to contact me for more information.
Explore My Approach to Coaching and Consulting
Driven by my passion for helping others, I decided to leave the corporate business world in 2023. Now, I focus my energy on providing transformational life coaching services and sharing the benefit of my experience and expertise through writing, coaching, and consulting. I bring strengths to this work as a compassionate listener, a creative systems thinker, and a pragmatic problem solver. Serving as your accountability partner and coach, I focus on results as I assist with situational assessments, facilitate vision-based and goal-oriented planning, and coach you through the decisions and actions to help make your vision a reality. Whether you are a business owner looking to improve your financial strategies and your bottom line, or an individual seeking guidance for personal finance or transformational growth, I am here to support you every step of the way. Learn more about my financial coaching and consulting, advising for small businesses, or life coaching services.
My Story of Resilience and Inspiration
In October of 2002, I experienced a life-altering event when the small aircraft I was piloting blew a piston in mid-air, forcing me to crash land the crippled plane in a field south of the Snake River in Idaho. This terrifying and near-death experience, combined with the lessons I have learned over the past two decades, has inspired me to share my story of trauma, loss, and healing, and how I found my way again to my own purposeful life.
I am currently working on a book that will inspire and motivate others to overcome their personal life challenges to discover their desired goals, visions, and dreams. My journey serves as a reminder that courage, resilience, and determination can lead to incredible personal and professional growth... Read More

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