WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary - Santa Monica (CA)

5 /5 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.

5 /5 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 clients. Daniel’s attentive listening allows him to create highly personalized financial strategies. He also takes the initiative to follow up periodically, ensuring his client’s life goals and needs continue to be reflected in their financial plans. He is on top of things. His eagerness to act on your behalf and diligent execution of his expertise during complicated financial situations makes him so much more than a basic advisor. I would highly recommend Daniel. You want this man on your team!

5 /5 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 lays out pros and cons, never pushes an agenda, and makes sure I understand exactly why we’re taking a given approach. He’s also responsive, detailed, patient with my myriad of questions, and I always leave our conversations feeling confident and calm about our decisions. Bottom line: I trust Daniel’s judgment, I enjoy working with him, and I recommend him without reservation.

5 /5 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.

5 /5 Bella Moon: Daniel has helped me manage and invest in what I have and it’s been a smooth journey. I was in a messy situation with my old trust company and he truly helped take a weight off of my shoulders during the transfer process, it wouldn’t have been smooth sailing without his help. I’ve also been kept in the loop consistently which has been educational as well and it’s fantastic to be aware of what’s going on with your assets.