WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
100 Wilshire Blvd #700, Santa Monica, CA 90401
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About WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investment management for inheritances, lottery winners, business or property sales, settlement awards, and much more. If you or a loved one have experienced or are anticipating a windfall event, contact our team of considerate wealth management experts today!
About WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Windfall Advisors is an independent RIA (Registered Investment Advisor) providing timely Investment Advice, Management and Financial Planning. Our team specializes in sudden wealth management scenarios, including investment management for inheritances, lottery winners, business or property sales,...
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Reviews
(4) Reviews for this company
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5 Stars
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It is great working with Daniel. He is incredibly responsive! He is flexible, patient and kind. He listens to my immediate concerns and long-term goals to come up with a thoughtful strategic plan. I am much more confident about my finances now.
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travis siegel
Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn't know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.
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Sherri Norris
Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressively responsive and truly passionate about helping his … More
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michael mazor
Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a level of clarity that makes complex decisions feel simple. He … More
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Reviews
(4) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(4)
A
A B
It is great working with Daniel. He is incredibly responsive! He is flexible, patient and kind. He listens to my immediate concerns and long-term goals to come up with a thoughtful strategic plan. I am much more confident about my finances now.
M
michael mazor
Daniel has been outstanding! I feel he’s truly looking out for my best interests. He’s consistently delivered results that have exceeded my expectations, and he does it with a level of clarity that makes complex decisions feel simple. He … More
S
Sherri Norris
Daniel Scott Johnson is an invaluable resource. After inheriting a large sum and undergoing an extremely messy probate process, I can’t recommend his service enough. He is impressively responsive and truly passionate about helping his … More
T
travis siegel
Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn't know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.
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