WINDFALL FINANCIAL ADVISORS, (CEPA®) Seen on CNN, CNBC, FORBES, BLOOMBERG..Fee-Only, Fiduciary Financial Advisor
620 Newport Center Drive, Newport Beach, CA 92660
Location & Phone number
620 Newport Center Dr # 1100, Newport Beach, CA 92660, United States
About the Business
Windfall Financial Advisors, (CEPA®) is a nationally recognized Fee-Only Fiduciary Registered Investment Advisor located in Newport Beach, California. As seen on CNN, CNBC, FORBES, and BLOOMBERG, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. With over two decades of experience, our team is dedicated to helping clients navigate sudden wealth and make informed financial decisions.
Our "Quick Tips" ebook provides detailed instructions on managing a financial windfall, whether it be from an inheritance, settlement award, lottery win, company or property sale, divorce, or success in sports and entertainment. As Fee-Only advisors, we prioritize our clients' best interests and operate as fiduciaries, ensuring transparency and trust in our financial advice.
Visit us at 620 Newport Center Drive to learn more about how Windfall Financial Advisors can help you secure a prosperous future with your newfound wealth.
Photos
Reviews
"Daniel is a class act and working with him the past few years has been an amazing experience. His guidance is genuine, his reports are thorough, and above all else, he's a great guy."
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