Broker Check

Over 25 years of tax & financial services experience. 

Focused on Your Success

Windawi & Associates has been serving clients for over a quarter century. In that time, we have encountered all manner of economic and market cycles, trends, and evolutions. While the financial world is always changing, our focus remains the same: to always do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation.

Based in Tustin, California, we proudly serve clients throughout Orange County, Southern California at large, and across the United States.  Recognized as a Five Star Wealth Manager in Orange County from 2012-2018.* 

We work exclusively with your best interests in mind. By virtue of being a CERTIFIED FINANCIAL PLANNER™ (CFP®), we hold our firm to the highest standard of care possible: the Fiduciary Standard. While most brokers adhere to the “suitability standard,” this hallmark of independence empowers us to recommend strategies that are truly suited to your best interests. Learn More

Holistic

We are committed to strengthening the full picture of your financial life. Our holistic focus incorporates everything from wealth management to retirement and estate planning strategies, all with carefully incorporated tax strategies.

Accessible

Life happens fast. Personal situations, family needs, and financial goals can change overnight, and we strive to provide the assurance that our team will be here whenever you need us. By taking a proactive approach to communication, we make ourselves available to you, your family, and your business at your convenience.

Fiduciary

We believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. As affirmed by the Department of Labor, the Fiduciary Standard compels financial advisors to place their clients’ needs above their own. By adhering to this benchmark of excellence, we are committed to advancing your financial freedom in every way.



*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2018 Five Star Wealth Managers.