Reviews
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"Daniel Johnson is an outstanding financial advisor and the consummate professional. He was referred to us by a friend and I would strongly recommend him to anyone. He is highly knowledgeable, experienced, compassionate, and an expert in his field. And we could not have made a better choice of financial advisor to handle our investment portfolio. Thank you Daniel for your amazing job. The results speak for themselves and it is truly a pleasure working with you."
- JAMES K.
"I was in need of a financial advisor and took to the internet for my due diligence. Researching several advisers I started to narrow down my choices, meeting with Windfall financial advisors I met face to face with Mr. Johnson and we spoke of what my objectives were and how he could help me achieve them. He listened to me concerns and has been very helpful in explaining how he could help me. I have asked his opinions and shared some of mine and I have come away satisfied with his efforts and results to date, I would highly recommend his services to anyone in need of said services"
- ERNESTO P.
"Wonderful experience working with Daniel Scott! Daniel was extremely helpful and quick analyzing our financials and suggesting solutions for how to best plan for future. Daniel is also someone who cares about his clients and wants to help them. He is very personable and very professional. We will definitely continue to work with him and recommend him to our friends and family."
- SUSSAN M. M.
"I recently contacted Daniel to advise on a home purchase and overall analysis of my financial portfolio. He understood the urgency of the situation and was able to evaluate and provide me an excellent analysis of my options. I appreciate the fact that he listened very carefully, asked pertinent questions and was a genuine pleasure to work with. I will continue to reach out to him in the future to protect my financial health!"
- GWEN K.
"Daniel Scott Johnson offers customized financial planning and investment management services truly geared to your individual needs. I have been his client for about 9 years now and highly recommend him. He is knowledgeable and experienced, while also being patient and attentive. He listens first, then offers guidance and management expertise that is practical and thorough. He explains everything and answers all of your questions, guiding you through the process, and making sure everything is transparent and done with integrity. You know he has your best interests in mind. I feel secure and confident having him manage and grow my investment portfolio."
- HELEN W.
"Honestly,I’ve never met this man before in my life! But the conversation we had made things feel like we were life time friends!!! The information and guidance he helped me with can only be described as “life changing” ,,,truly a great decision I made by calling him and very very much appreciated on the returned phone call by him personally!! Thank you for all you’ve done!"
- FRANCISCO F.
"What a unique and heartening experience to have an expert share his knowledge without a preoccupation for making a sale. Daniel is a kind, patient and insightful professional skilled at distilling complex concepts for those who need him.
He is a master class for achievement, proving that if rooted in a genuine desire to help people, success follows."
- ADRIANNA B.
"Daniel has been my financial advisor and for a little over 5 years, he was highly recommended by my Brother which has been working with Daniel for over 15 years and I can attribute that longevity to Daniels work ethics, proactive with your investments, always looking out for the well being of his customers, I sleep very well knowing Daniel's got my back, Thank You!"
- TROADIO V.
"We know Daniel personally from a while ago, and when we know he is into financial investment, we can wait to work with him. Previously we had accounts at another brokerage in Woodland Hills but the broker lost connection with us because we are so remote from them, also the lack of experience and professionalism.
We would love someone that listen to our two cents of opinions and will give us advice. It’s very grateful we find Dan and he helps us to make the right decisions. And on top of that, he keeps good communication with us and always keeps us in the loop.
Thank you Dan and now let’s make some profit together"
- MEI H.
"I have been working with Daniel Scott Johnson for nearly a decade. He is extremely knowledgeable and innovative in his dedication to financial planning and growth. I genuinely feel that he cares as much about my financial health as if I were family. He works tirelessly to help me reach my goals and is always available to answer questions and concerns. He is simply the best!"
- KATHY B.
"I have been working with Daniel Johnson for the past six years and am extremely pleased with the service he’s provided. I trust that he has my back. He checks in with me from time to time to make sure I’m happy with the direction things are moving, and to make sure my financial goals haven’t changed. When I have questions, he is very quick to respond to a text or phone call, and he explains things to me in a way that makes it easy to understand. I am pleased with the gains my investments have made, and feel that my money is in good hands. I can’t imagine working with a more trustworthy and effective financial advisor."
- VICKI D.
"My husband and I have the utmost trust in Dan, with Windfall Advisors, as our financial advisor. He is knowledgeable, professional, conscientious, and a great communicator, always considering our particular financial needs and goals. Highly recommend."
- L S
"Bestria is, by far, the Best. And Daniel Johnson is by far the best financial planner and advisor that I’ve ever had in my life. He always keeps my interests at heart, and my portfolio has grown beyond my expectations. I highly recommend him to everyone."
- BARB J.
"Mr. Johnson is one of the best people I have spoken to in his industry. He is very knowledgeable, polite, he answers the phone, calls you back when he says he will, and most importantly, he is trustworthy. I highly recommend Mr. Johnson."
- TOM C.
"Extremely helpful, and highly recommend. Was given clear helpful advice that I desperately needed. Definitely reach out for any financial questions."
- TAYLOR L.
"Over a decade ago I met Daniel and soon thereafter he became my Financial Advisor. My Portfolio was a dangerous mess and Daniel after assessing my needs created a new and safe investment portfolio so I could feel confident and comfortable about living a long time! He is always updating my needs and giving me the confidence in living my Best life with my portfolio. I admire his dedication, care and knowledge and blessed to have him in charge of my future!"
- SOPHIE K.
"Windfall Financial Advisors have been great! We have been super happy with the open lines of communication and the upward direction they have taken our portfolios."
- TOMMY L.
"Windfall Financial Advisors have been great! We have been super happy with the open lines of communication and the upward direction they have taken our portfolios."
- TOMMY L.
"I’ve worked with Daniel and he’s been super friendly, helpful, and available throughout the whole process."
- MEHRAN R.
"Daniel is great! He is so knowledgeable and always takes the time to answer all of my questions. He’s done an amazing job managing my finances as well as creating a financial plan. Highly recommend!"
- ANIKA R.
"In a word- Daniel is a Godsend. When I found him with a Google search, and called his number out of the blue with a situation that I had been stressing about for months, he answered himself and took more time with me than I ever would have expected. He asked me many thoughtful questions about my situation, and then offered some direction without insisting I become a client first. To me, this speaks volumes about Daniel’s character. Many months later, when I was ready to retire, I reached out again & he remembered me and all that we had talked about. He took me on as a client and I am thrilled with the outstanding, personalized attention he provides. Daniel has been a true blessing. I trust and feel safe with him and so grateful that the universe (& Google!) brought him into my life!"
- LISA P.
"Daniel is exactly as the other reviews on here say. He went out of his way to give me some amazing advice and things to think about as I begin life with my new career and incoming marriage. He did all of this without any sort of commitment of money to his services and you could tell he just cares about helping people be smart with their finances. I 10/10 would recommend, its hard to find people like that in today’s world!"
- NICHOLAS T.
"Windfall Advisors has been instrumental in creating a plan for our family to save for our children's college as well as grow our families savings. Daniel is easy to work with and always willing to discuss our strategy for our growing our accounts with him."
- RYNE H.
"Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!"
- JENNIFER H.
"Working with Daniel is always a pleasure, and his financial knowledge is undeniable. Today's markets can be intimidating for even an experienced investor, but Daniel is adept at filtering out the noise and making the right long term decision.
Whether you're just starting your investment portfolio or looking to take advantage of an uncertain market, Daniel and the Windfall team are an excellent choice."
- CHRIS R.
"Daniel Scott Johnson of Windfall Financial Advisors was kind enough to point me in the right direction, when I hadn’t a clue where to start with my current investment money.
I now feel confident in a game plan that can assist me in building my retirement fund."
- GENEVIEVE C.
"Working with Daniel as my financial advisor feels more like spending time with a friend then someone who is just working for you. I feel comfortable having my financial affairs and future in his hands. I know his guidance and advice, is in my best interest and genuine. I have dealt with other planners before who were more interested in their commission than my needs. I always feel confident that I am in the right place with Daniel. He advises with no pressure. He is easy to converse with and has a good ear and insight to my needs as they change over the years through our regular talks and chats. Daniel is a good guy and I trust him managing my money."
- JAMES R.
"I'm pretty new to the idea of professionally managing my money, I called around plenty of places, however, none of them were as helpful as Daniel has been. He is a natural at what he does. He is honest and straight to the point, but also friendly, which is really important for me. I think it's really important to work with someone who has your best interest and is considerate as much as he is relatable, especially when it comes to dealing with my money. His advice really helped me to kickstart my financial journey."
- TIERA C.
"My husband and I have had Daniel as our financial advisor for many years. We have wanted him to be conservative in his approach to investing. Daniel took into account all of our wishes and and gave us quality advise, which has led us to do very well through the years. He’s not only our advisor but has become a true and trusted friend. Concerned not only about our finances but how we are doing in life. Daniel is always there to explain the things we’re not sure of and place us in investments that are solid and give us peace of mind. I would recommend Daniel to anyone wanting to find a knowledgeable and experienced advisor."
- DEBBIE L.
"Dan Johnson, founder of BESTRIA,, is the best financial advisor my family has ever employed. He has immense experience in the financial world, especially the stock market, and related products. He researches thoroughly, but never pushes his advice on you. He discusses your options and encourages you to make your own choices. Over the last 12+ years with him has resulted in six figures worth of profits. Outside the financial world, he has common sense in life experience, that assist him in assessing the big picture that affects investments. This skill enhances the quality of his advice."
- JUDGE B.
"Daniel has been my trusted financial advisor for many years. His personal dedication to his clients goes above and beyond. His extensive financial knowledge has helped my family navigate many life scenarios through the years for which we are very grateful."
- PEGGY M.
"I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!"
- TANNIA
"Daniel has been our financial advisor for years. His advice along the way has been instrumental and would recommend him to anyone seeking a financial expert."
- TONY M.
"Without hesitation, he offered advice for me as a young investor, and he really seemed to care about my future decisions. Unlike any other advisor I spoke with, he took the time to explain things to me properly and did not just brush me off. I would give him 10 stars if I could!"
- WILLIAM U.
"I highly recommend Daniel Scott Johnson. He's helped me with my financial investments for several years. He really takes the time to understand his client's personal needs. His portfolio monitoring services are exceptional."
- ART V.
"Dan may be my son but I would not put my entire portfolio in his hands if I didn’t have 100% confidence. I sleep well knowing Dan looks after his old man."
- TERRY J.
"Amazing customer service from Daniel. 10/10 recommend"
- DEREK W.
"I recently had my first call with Daniel and I was thoroughly impressed. He was very professional, helpful, and friendly throughout our conversation. Daniel provided me with valuable advice that I plan to follow, and he demonstrated a high level of knowledge and support. I feel confident in his expertise and am looking forward to working with him further. Highly recommend!"
- NEWPORT MICROBLADING CLINIC
"Daniel has helped me get on the right track, ensuring my money is working for me. Highly recommend Windfall Advisors for retirement planning and overall asset management."
- BOBBY B.
"Daniel has helped me get on the right track, ensuring my money is working for me. Highly recommend Windfall Advisors for retirement planning and overall asset management."
- BOBBY B.
"Although I did not qualify for formal services, Daniel took the time to learn about me and my goals, and provided resources that’d be helpful for me at this point in my journey. He answered all the questions I had to point me in the right direction. Thank you again!"
- LAILA S.
"Daniel has transformed the way we look at our finances and planned for our financial future. His expertise and knowledge has put me at complete ease. I frankly had no idea where to start when it came to investing besides a 401k, but felt like I should be doing more. Daniel continues to provide thoughtful suggestions and financial planning for my unique situation while also feeling like a long time friend. So thankful to have his help planning and preparing for my financial future!"
- NINA L.
"Daniel is incredibly smart, professional, and pleasant to work with. He truly goes above and beyond for his clients. I'll undoubtedly recommend him to anyone looking for an astute financial advisor."
- AZAD A.
