Daniel Scott Johnson, Cepa®

Daniel Scott Johnson, Cepa® Email and Phone Number

Founder of WINDFALL ADVISORS. Seen on CNN, CNBC, FORBES, BLOOMBERG, YAHOO FINANCE.. Sudden Wealth Specialists, Certified Exit Planning Advisor. @ WINDFALL ADVISORS
Daniel Scott Johnson, Cepa®'s Location
Santa Monica, California, United States, United States
About Daniel Scott Johnson, Cepa®

“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.

Daniel Scott Johnson, Cepa®'s Current Company Details
WINDFALL ADVISORS

Windfall Advisors

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Founder of WINDFALL ADVISORS. Seen on CNN, CNBC, FORBES, BLOOMBERG, YAHOO FINANCE.. Sudden Wealth Specialists, Certified Exit Planning Advisor.
Daniel Scott Johnson, Cepa® Work Experience Details
  • Windfall Advisors
    Founder
    Windfall Advisors May 2020 - Present
    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, Portfolio risk management, tax minimization, cash flow planning, comprehensive retirement income planning, commercial & residential real estate, business legacy & estate planning
    View
  • Morgan Stanley
    Private Wealth Management
    Morgan Stanley May 2016 - Nov 2019
    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
    View
  • Merrill Lynch
    Private Wealth Management
    Merrill Lynch Feb 2011 - May 2016
    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
    View
  • Wells Fargo Advisors
    Asset Management Specialist
    Wells Fargo Advisors 2008 - 2009
    St. Louis, Missouri, Us
    Asset Management
    View
  • Barbermurphy | Commercial Real Estate Solutions
    Commercial Real Estate Broker
    Barbermurphy | Commercial Real Estate Solutions 2002 - 2008
    Shiloh, Il, Us
    Formally Johnson Properties Inc. Commercial Real Estate sales/leasing. Investment Property, Industrial, Office, Retail, Land Development, Mix-Use
    View

Daniel Scott Johnson, Cepa® Education Details

  • Columbia Business School
    Columbia Business School
    Investment Strategies And Macroeconomics
  • College For Financial Planning
    College For Financial Planning
    Financial Planning And Services
  • Southeast Missouri State University
    Southeast Missouri State University
    Bachelor Of General Studies
  • Belleville High School-East
    Belleville High School-East
    Deans List

Frequently Asked Questions about Daniel Scott Johnson, Cepa®

What company does Daniel Scott Johnson, Cepa® work for?

Daniel Scott Johnson, Cepa® works for Windfall Advisors

What is Daniel Scott Johnson, Cepa®'s role at the current company?

Daniel Scott Johnson, Cepa®'s current role is Founder of WINDFALL ADVISORS. Seen on CNN, CNBC, FORBES, BLOOMBERG, YAHOO FINANCE.. Sudden Wealth Specialists, Certified Exit Planning Advisor..

What schools did Daniel Scott Johnson, Cepa® attend?

Daniel Scott Johnson, Cepa® attended Columbia Business School, College For Financial Planning, Southeast Missouri State University, Belleville High School-East.

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