WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor
100 Wilshire Boulevard, Santa Monica, California, United States
About the WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor
Windfall Financial Advisors is a highly respected institution located at 100 Wilshire Boulevard in Santa Monica, California. As a CNN, CNBC, and Forbes Financial Contributor, we are known for our expertise in financial planning and wealth management. Our team of Certified Exit Planning Advisors (CEPA®) is dedicated to providing fee-only, fiduciary financial advice to our clients.
With over two decades of experience, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. Whether you have received an inheritance, settlement award, lottery winnings, or experienced sudden success in sports and entertainment, our Quick Tips ebook offers detailed instructions on how to manage your newfound wealth.
At Windfall Financial Advisors, we are committed to helping our clients navigate the complexities of sudden wealth and create a secure financial future. Contact us today to learn more about how we can help you achieve your financial goals.
Photos of WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor
100 Wilshire Blvd #700, Santa Monica, CA 90401, United States
Reviews of WINDFALL FINANCIAL ADVISORS, CNN, CNBC, FORBES Financial Contributor. CEPA® Fee-Only, Fiduciary Financial Advisor
"Daniel Johnson is an outstanding financial advisor and the consummate professional. He was referred to us by a friend and I would strongly recommend him to anyone. He is highly knowledgeable, experienced, compassionate, and an expert in his field. And we could not have made a better choice of financial advisor to handle our investment portfolio. Thank you Daniel for your amazing job. The results speak for themselves and it is truly a pleasure working with you."
"I was in need of a financial advisor and took to the internet for my due diligence. Researching several advisers I started to narrow down my choices, meeting with Windfall financial advisors I met face to face with Mr. Johnson and we spoke of what my objectives were and how he could help me achieve them. He listened to me concerns and has been very helpful in explaining how he could help me. I have asked his opinions and shared some of mine and I have come away satisfied with his efforts and results to date, I would highly recommend his services to anyone in need of said services"
"Daniel is exactly as the other reviews on here say. He went out of his way to give me some amazing advice and things to think about as I begin life with my new career and incoming marriage. He did all of this without any sort of commitment of money to his services and you could tell he just cares about helping people be smart with their finances. I 10/10 would recommend, its hard to find people like that in today’s world!"
"Wonderful experience working with Daniel Scott! Daniel was extremely helpful and quick analyzing our financials and suggesting solutions for how to best plan for future. Daniel is also someone who cares about his clients and wants to help them. He is very personable and very professional. We will definitely continue to work with him and recommend him to our friends and family."
"Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!"
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