Windfall Advisors
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
100 Wilshire Blvd Ste 700, Santa Monica,...Website
www.windfalladvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Windfall Advisors
Windfall Advisors specializes in sudden wealth management, providing expert fiduciary planning and investment strategies to help clients protect, grow, and preserve their newfound wealth. The firm serves individuals experiencing significant financial transitions, such as lottery winners, inheritance recipients, and those selling businesses or properties. As a fee-only fiduciary financial planner, Windfall Advisors prioritizes transparency and client interests, ensuring personalized support tailored to each client's unique circumstances. With over two decades of experience, the firm is recognized for its commitment to helping clients navigate the complexities of sudden wealth and achieve long-term financial stability.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Windfall Advisors
<$5M
1-10
Private
-
2020
N/A
Company Profile Activity
Activity Insights
Windfall Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Windfall Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Windfall Advisors.
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Windfall Advisors specializes in sudden wealth management, providing expert fiduciary planning and investment strategies to help clients protect, grow, and preserve their newfound wealth. The firm serves individuals experiencing significant financial transitions, such as lottery winners, inheritance recipients, and those selling businesses or prope... Read More
