Broker Check


Christina M Bennett, CFP®

Director of Financial Planning & Wealth Manager Assistant

Christina assists the team in developing comprehensive and personalized financial planning strategies designed to help clients achieve financial independence. She has an enthusiasm for building strong relationships and helps clients stay...

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Iyla Mitteco

Financial Planning Service Assistant

Iyla assists the team with client administration and operational needs. She looks forward to continuing her education in the financial services industry and pursuing her career as a client relationship manager. Education California...

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Louis Windawi, M.S., CFP®, MPAS®, AWMA®

Founder & President

(714) 258-9911

As President of the firm, Louis Windawi personally guides clients through all stages of their financial lives. With over 25 years of planning experience, he has dedicated his career to providing the world-class strategies and...

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Maggie Segarra

Marketing Consultant

Maggie assists the team in client service, event planning, designing invitations and graphic materials and visuals that align with Windawi & Associates, Inc. brand...

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