SoCal Financial Planning

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.

Established in 1984, Ellis Advisory Group serves individual investors and their families with their financial planning, retirement, investment, tax and insurance needs. We are an independent financial planning firm and provide unbiased advice, and custom solutions to the unique needs of our clients, while striving to deliver exceptional service.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy