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Daniel Scott Johnson, Cepa® is listed as Founder of WINDFALL ADVISORS. Seen on CNN, CNBC, FORBES, BLOOMBERG, YAHOO FINANCE.. Sudden Wealth Specialists, Certified Exit Planning Advisor. at WINDFALL ADVISORS, based in Santa Monica, California, United States. AeroLeads shows a matched LinkedIn profile for Daniel Scott Johnson, Cepa®.
Daniel Scott Johnson, Cepa® previously worked as Founder at Windfall Advisors and Private Wealth Management at Morgan Stanley. Daniel Scott Johnson, Cepa® holds Executive Education, Investment Strategies And Macroeconomics from Columbia Business School.
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“Sudden” Wealth Management & Financial Consulting. Fee-Only, Fiduciary, RIA, CEPA® Certified Exit Planning Advisor, Registered Investment Advisor CRD# 5819978Licensed Series 7 - General Securities Representative Licensed Series 66- Uniform Combined State LawCalifornia Real Estate License DRE # 02114689Helping: BUSINESS OWNERS EXIT strong,Helping: INHERITANCESHelping: SETTLEMENT AWARDSHelping: DIVORCING Helping: LOTTO WINNERS Helping: ATHLETES & ENTERTAINERSProtecting and Growing the Wealth and Wellbeing of financial windfall recipients.
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FEE-ONLY, FIDUCIARY, RIA Registered Investment Advisor. Sudden Wealth Management. Certified Exit Planning Advisors (CEPA®) specializing in managing sudden wealth for recipients across the country. - owner exits, inheritance, lotto wins, settlement awards, sudden success in entertainment/athletes..Private wealth management, Multi Family Office, exits.
New York, NY, US
Investment ManagementFinancial Planning, Portfolio risk management, tax minimization, cash flow planning, comprehensive retirement income planning, commercial & residential real estate, business legacy & estate planningCorporate Retirement PlansSustainable Investment
New York, NY, US
Corporate Retirement PlansInvestment ManagementFinancial Planning, Portfolio risk management, tax minimization, cash flow planning, comprehensive retirement income planning, commercial & residential real estate, business legacy & estate planning,Sustainable Investments
Shiloh, IL, US
Formally Johnson Properties Inc. Commercial Real Estate sales/leasing. Investment Property, Industrial, Office, Retail, Land Development, Mix-Use
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Daniel Scott Johnson, Cepa® works for WINDFALL ADVISORS.
Daniel Scott Johnson, Cepa® is listed as Founder of WINDFALL ADVISORS. Seen on CNN, CNBC, FORBES, BLOOMBERG, YAHOO FINANCE.. Sudden Wealth Specialists, Certified Exit Planning Advisor. at WINDFALL ADVISORS.
Daniel Scott Johnson, Cepa® is based in Santa Monica, California, United States while working with WINDFALL ADVISORS.
Daniel Scott Johnson, Cepa® has worked for Windfall Advisors, Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, and Barbermurphy | Commercial Real Estate Solutions.
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Daniel Scott Johnson, Cepa® holds Executive Education, Investment Strategies And Macroeconomics from Columbia Business School.
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