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WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary
Fee-only fiduciary guidance that puts clients first.
5
Business
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Fee-only fiduciary guidance that puts clients first.
WINDFALL FINANCIAL ADVISORS, Fee-Only, Fiduciary offers transparent, client-focused financial planning in Santa Monica, CA. Consistently praised for responsive, patient guidance, it delivers clear, personalized strategies—even through complex probate or trust transfers—with regular updates and a calm, confident approach.
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Custom strategies based on your life goals, risk tolerance, and financial situation, with clear pros and cons laid out.
Expert management and oversight of your assets, including consistent updates and educational insights to keep you informed.
Support during complex transitions like inheritance, helping navigate legal and financial challenges smoothly.
Unbiased recommendations with no commissions, ensuring we always act in your best interests.
Responsive, detailed follow-ups and periodic reviews to adapt plans as your needs evolve.
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Overall rating
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.
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.
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!
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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.
travis siegel
Very happy with Daniel's help so far. He's extremely responsive and knowledgeable and provides everything we need to make the right decisions. He provides updates and data that I, frankly, didn't know financial planners provided because I never received it from my prior planner. No hesitation to recommend Windfall Financial Advisors.
