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About Us

Over 30 years of Tax, Wealth & Estate Experience

Focused on Your Success

Focused on Your Success

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. 

Holistic

Our holistic focus incorporates everything from wealth management to retirement and estate planning strategies, all with carefully incorporated tax strategies.

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CFP® Professional

Advisors who earn the rigorous certification requirements of becoming a CFP® represent the industry’s highest level of expertise, integrity, and professionalism.

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Fiduciary

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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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."