Daniel Scott Johnson
CRPC®
WINDFALL ADVISORS
Founder and Financial Advisor
Daniel Scott Johnson
CRPC®
WINDFALL ADVISORS
Founder and Financial Advisor
Fee-Only Fiduciary Registered Investment Advisory firm specializing in managing sudden wealth assets for recipients across the country. For over a decade, we’ve been protecting, planning, and growing financial windfalls into lasting legacy’s. - Daniel Scott Johnson, CRPC®
Fee-Only Fiduciary financial advisor located in Santa Monica, CA, serving clients locally and across the country
Daniel Johnson is a Santa Monica, CA fee-only financial planner. WINDFALL ADVISORS provides investment advice, financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Meet the founder
For over a decade, Daniel has been happily and successfully serving individuals and families with their investment needs. Eager to build his own legacy, Daniel left behind three generations of a thriving commercial real estate development business and worked his way up to become a top financial advisor for three of the biggest firms on Wall Street. Daniels gift in investments and financial planning was quickly solidified when starting out in the midst of the 2008 financial crisis at Merrill Lynch he rose to Vice President Financial Advisor as his client base and assets under management grew to $50 mm. In 2016 Morgan Stanley Wealth Management recognized Daniel as a Rising Star.
Daniel proudly carries a perfect regulatory record throughout his career with zero client complaints. He holds FINRA’s (Financial Industry Regulatory Authority) Securities Licenses Series 7 General Securities Representative, Series 66 Uniform Combined State Law and obtained the CRPC designation (Chartered Retirement Planning Counselor) from the College of Financial Planning in 2013, inactive. He was an Academic All American (GOLF) while graduating Southeast Missouri Sate and successful completed Executive Education in Investment Strategies and Macroeconomics from Colombia Business School in 2022.
Daniel owes his positive perception and love for life to his late brother who had special needs. He is exceptionally empathic and has a soft spot for families overcoming loss, disabilities and divorce.
Daniel has served on the Board of Directors for United Cerebral Palsy Wheels of LA Division and Malibu Chamber of Commerce.
Daniel enjoys spending every minute of his free time with his family exploring Californian beaches, golf courses and nature trails.
Bestria is a top Registered Investment Advisor firm located in Los Angeles, providing financial peace of mind. Serving coast to coast for over 10 yrs.
Timely Investment Advice - Financial Planning - Investment Management
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daniel Johnson is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Johnson is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Daniel Scott Johnson
Office Locations:
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100 Wilshire Blvd
Suite 700
Santa Monica, CA 90401 -
3333 Michelson Drive
Suite 300
Irvine, CA 92612
