Windawi & Associates has been serving clients for over a quarter century. In that time, we have encountered all manner of economic and market cycles, trends, and evolutions. While the financial world is always changing, our focus remains the same: to always do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation.
Based in Tustin, California, we proudly serve clients throughout Orange County, Southern California at large, and across the United States. Recognized as a Five Star Wealth Manager in Orange County from 2012-2018.*
We work exclusively with your best interests in mind. By virtue of being a CERTIFIED FINANCIAL PLANNER™ (CFP®), we hold our firm to the highest standard of care possible: the Fiduciary Standard. While most brokers adhere to the “suitability standard,” this hallmark of independence empowers us to recommend strategies that are truly suited to your best interests