badge

Paladin Research Report For:

Daniel Scott Johnson

Windfall Advisors

100 Wilshire Blvd Suite 700, Santa Monica, CA 90401
620 Newport Center Dr, Suite 1100, Newport Beach, CA 92660
Santa Monica, CA 90401
310-405-5114

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