Broker Check
Financial Planning | Investment  Management Integrity, Experience, Stewardship, Knowledge & Caring Pursuing Financial Independence with Confidence

Our Story

We serve as one of Southern California’s leading financial guide and advocate.

Learn more

Our Process

We strive to help you identify and achieve your most valued financial goals.

Learn more

Our Services

We are dedicated to bringing clarity and confidence to your financial life.

Learn more

Welcome to Windawi & Associates

At W&A, we bring over 25 years of comprehensive financial service experience, positively impacting the lives of our clients and their families, by applying our knowledge to align and advance every aspect of your financial life.

Learn more

Wealth Management & Retirement Income Strategies

We unite the access and resources of leading institutional firms with the personal attention of a boutique practice. Whatever you might hope to achieve, our goal is to deliver strategies that empower you to live the life you always imagined.

Learn more

What Is Your Risk Number? 

Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client's Risk Number, and aligns a client's portfolio to match.

Learn more

Sign Up For Our Newsletter

Name
Email
Phone
Question
Thank you! Oops!