John Pearson, CFP - Santa Rosa (CA)

Haylie Hernandez Came in without an appointment and waited about an hour as a walk in. The guard at the door remained kind and helpful to everyone walking in, I commend his patience for repeating himself so kindly so many times. The person who helped me at the window was very kind and helpful. Busy building but the system works efficiently with people who care.

Nadia Felix The best service, honest and over 8 years of experience, recomended 100%

travis siegel Very happy with Daniels help so far. Hes extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didnt know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.