
License Verified:
License: 309261
Investment Adviser Public Disclosure Database, SEC
Windfall Advisors LLC
Business Description
Windfall Advisors LLC is an RIA-registered investment advisory firm functioning on a fee-only, fiduciary duty. It specializes in advising, financial planning, and investment management for financial windfall recipients. Its founder and lead financial advisor, Daniel Scott Johnson, has a regulatory history in all 13 years in practice. Johnson carries the Chartered Retirement Planning Counselor designation. His company has been featured on CNN, CNBC, and Malibu Magazine. Windfall Advisors caters to individuals and families in Santa Monica.
License Verified:
License: 309261
Investment Adviser Public Disclosure Database, SEC