Daniel Scott J.
From
Santa Monica, CA
SinceJune, 2023
Credentials
Identity not verified
Email address verified
Phone number verified
About
Founder of WINDFALL ADVISORS. Recently seen live on CNN and in FORBES and CNBC.
Fee-Only, Fiduciary, RIA Registered Investment Advisor. Sudden Wealth Financial Advisor specializing in protecting, planning, and growing financial windfalls into lasting legacies. Financial Windfall examples are recipients of an Inheritance, Divorce order settlement, Sold your Business or Property, Lawsuit Settlement or Insurance Settlement award, Won the Lotto, Athlete or performer singing bonus, IPO and Stock Options.
Speaks languages
English - Native/Bilingual