We'll help you pursue your financial goals so you can take care of the rest.
We offer a wide variety of services all geared to help you with your financial goals.
We endeavor to do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation.
"My clients are an extension of our family and I am dedicated to guiding them through all stages of their financial lives."
Louis Windawi, M.S., CFP®, MPAS®, AWMA®
Founder & President
"We have served clients in the Tustin, CA area for over 30 years and look forward to many more."
Windawi & Associates
Comprehensive Financial Planning
“I strive to help our clients stay on course toward their goals of seekingfinancial independence.”
Christina M Bennett, CFP®
Director of Financial Planning & Wealth Manager Associate