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Focus On What Matters Most

We'll help you pursue your financial goals so you can take care of the rest.

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How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Tax Strategy

Tax Strategy

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Why Windawi & Associates

We endeavor to do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation.

John Smith

"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

Marla Smith

"We have served clients in the Tustin, CA area for over 30 years and look forward to many more." 

Windawi & Associates

Comprehensive Financial Planning

Don Anderson

“I strive to help our clients stay on course toward their goals of seeking
financial independence.”

Christina M Bennett, CFP®

Director of Financial Planning & Wealth Manager Associate

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