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(714) 258-9911

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

Our Story

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

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Our Process

Our Process

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

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Our Services

Our Services

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

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Welcome to Windawi & Associates

Welcome to Windawi & Associates

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

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Wealth Management & Retirement Income Strategies

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.

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What Is Your Risk Number? 

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.

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