Meet the founder

As seen on CNN, CNBC, Forbes.. For 13 years, top financial advisor Daniel Scott Johnson 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 growing his assets under management to $50million while helping his team manage over $1Billion.   In 2016 Morgan Stanley Wealth Management recognized Daniel as a Rising Star.  In 2020 Daniel founded Windfall Advisors and is one of Southern California's fastest growing RIA's.

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.