Daniel Scott Johnson- Financial Advisor Santa Monica, CA

Home > Financial Advisor Directory > california > santa monica

About Daniel Scott Johnson

Fee-Only, Fiduciary, RIA Financial Advisory Sudden Wealth Financial Advisory firm specializing in protecting, planning, and growing financial windfalls into lasting legacies. Top examples of sudden wealth and financial windfalls include: Inheritance, selling a business, divorce, lawsuit settlement award, winning the lotto, selling a property, insurance settlement award, athlete/performer success..

RIA registered investment adviser and Licenses real estate agent. Management, Planning, Advising & Guidance including but not limited to commercial and residential real estate, investment portfolio, risk management, tax minimization, cash flow planning, comprehensive retirement income planning, business legacy & estate planning.

See Disclosures

General Information

Firm Start Year

2010

Compliance

Qualifications & Membership

Compensation and Fees

Education

Executive Education -

Columbia University
2022 -2022

Bachelor of Arts -

University of Southeast Missouri State
2000 -2002

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891491/paladinregistry-Windfall-Advisors-detailed-disclosure.html

Disclaimer

https://www.windfalladvisors.com/disclaimer SEC Broker Check clean record: https://adviserinfo.sec.gov/firm/summary/309261

Inquire With Daniel

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Daniel Scott Johnson

Windfall Advisors