Windawi & Associates has been serving clients for more than three decades. We strive to do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation.
We work exclusively with your best interests in mind. By virtue of working with a CERTIFIED FINANCIAL PLANNERTM you will receive the highest standard of care possible: the Fiduciary Standard.
Based in Tustin, California, we proudly serve clients throughout Southern California and across the United States.
Our holistic focus incorporates everything from wealth management to retirement and estate planning strategies, all with carefully incorporated tax strategies.
Advisors who earn the rigorous certification requirements of becoming a CFP® represent the industry’s highest level of expertise, integrity, and professionalism.
W & A believes our clients deserve the highest standard of care, the Fiduciary Standard. We have a legal and ethical obligation to put your interest first.
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