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    Windfall Advisors

    5.0 (12 reviews)
    Open Open 24 hours

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    Services - Windfall Advisors

    Estate planning

    Inheritance planning

    Investment management

    4 More Services

    Buyer's agent

    Listing agent

    Retirement planning

    Trust planning

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    Recommended Reviews - Windfall Advisors

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    3 years ago

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    Daniel J.

    Thanks Will. I'm excited for you and your families future!

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    3 years ago

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    Daniel J.

    Thank you Tiera! I’m really excited for you and your future.

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    3 years ago

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    Daniel J.

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    3 years ago

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    Daniel J.

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    4 years ago

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    Daniel J.

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    3 years ago

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    Daniel J.

    Thank you Jennifer! It's an honor to help.

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    4 years ago

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    Daniel J.

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    5 years ago

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    Daniel J.

    Thank you Kathy, that means the world to me!

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    5 years ago

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    Daniel J.

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    3 years ago

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    Daniel J.

    Thank you Tannia! Happy to help!

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    4 years ago

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    Ask the Community - Windfall Advisors

    Review Highlights - Windfall Advisors

    I've only been with Daniel for a few months, but so far it has been an relieving and rewarding experience.

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    Ray Lyon - Compass Realty - $100,000,000 in 2025!! Sales, Escrows & Signed Listings!!

    Ray Lyon - Compass Realty

    (171 reviews)

    Ray is amazing! Honestly, I generally don't even like real estate agents…read more.. Ray deserves 6 stars. I couldn't be his client because I was looking for a leasing agent and his firm doesn't provide the service. Regardless, he took so much time and care to educate me on the LA market and helping guide me in a meaningful way. If I am ever in need of the Realty services he offers, I will immediately contact him. My future self will be thankful to him for getting to save the time on searching.

    Ray Lyon has to be the most spectacular realtor anyone could ever hope for. We had interviewed…read moreseveral realtors in the West LA area to help sell our family home while we were quite a distance away. At our initial meeting we could tell that Ray was a straight shooter, insanely knowledgeable on all things real estate with deep expertise regarding the Westside and how to achieve the ideal outcome beyond all expectations. We put our trust in Ray, followed his guidance every step of the way and WOW the results were exceptional ! Ray made what could have been a very challenging process a simply amazing experience. We needed painting done, yup, he took care of that well below what it would have cost us, needed a plumber, yup he got that too, wait we needed to move all the furniture....OMG he got that done, multiple times saving us countless trips and expense hiring our own professionals....We saved thousands simply by working with Ray AND to top it off his strategy to sell the home was brilliant ( a bit scary but we went with it); resulting in a crazy fast sale, not to mention an ultimate offer and closing price that was approx 200K OVER the asking price. We never expected that but once again Ray delivered so far beyond our expectations. Rays the real deal, no one can top his super service and outstanding results. I never really saw the value of any realtor over several past home sales but holy cow...this was different. If you are searching for a realtor go no further. We highly recommend Ray as the very best you will ever find if you are looking to list or purchase a home. WOOOHOOOOOOO.....so lucky to have had this entire experience with Ray !

    The Kohl Team - Courtney Kohl Paulson & Sue Kohl

    The Kohl Team

    (12 reviews)

    Brentwood

    Sue was the right choice. As a young couple looking to buy our first home, much less in the…read moreextremely competitive Pacific Palisades market, we really didn't know where to start. From our first consultation, Sue really listened to what we were looking for, respected our price range, and provided seasoned advice that lead us to make our own educated decisions and not get too caught up in the emotion of home buying. I really didn't know what to expect going into the process but she made it feel easy. A few highlights: RESPONSIVE - She replies almost immediately to every text and email. When it came to closing, she was on top of all parties involved. PROFESSIONAL - There is no BS and no time wasted with Sue. RESPECTED - When we would share who we were working with at open houses, all the listing agents knew Sue and based on their reactions, respected her as well. Her strong network helped us on multiple accounts. PERSISTENT - Sue fought for us. We would have never ended up getting the dream home we did without her persistence.

    Clear communication, local market knowledge, attention to detail, a sense of urgency, follow…read morethrough, fairness, honesty, and a straight forward demeanor are the hallmarks of a highly competent and effective real estate professional. Sue Kohl embodies all of these traits. She treated our transaction as if it were her own and us as a valued neighbor and client. We feel so fortunate Sue represented us in the leasing of our home.

    Scott Price - Compass - Honored and grateful to be featured in LA Magazine as an All-Star 2024 Honoree.

    Scott Price - Compass

    (253 reviews)

    I recently bought a townhouse in Santa Monica and had a fantastic experience working with Scott…read morePrice. From the beginning, he did an excellent job clarifying the entire home-buying process and breaking things down in a way that made everything feel simple and manageable. His guidance made what could have been a stressful experience feel smooth and straightforward. Scott also helped me secure a great deal on the property and was a strong advocate throughout negotiations. He even negotiated a sizable credit back for repairs, which was incredibly helpful. On top of that, he connected me with reliable contractors to handle a few fixes after closing. Overall, Scott was knowledgeable, proactive, and easy to work with. I'd highly recommend him to anyone looking for a realtor who genuinely helps simplify the process and looks out for your best interests!

    Working with Scott Price was a first experience for me. Scott worked closely with us to understand…read moreour needs and helped us understand the type of buyers who would be drawn to our property. His strategy to help us achieve our goals were created with intention in a thoughtful manner that honored our home and neighborhood. Furthermore, the preparation work to get the house ready to market was tailored to our home's unique appeal. Scott had a good understanding of how to position our property in today's market. He mapped out a sensible, well-structured plan and executed it smoothly, resulting in seven offers and a final sale price that exceeded our expectations by over 25% above asking. We closed escrow in just over two weeks which left an impressive mark on not just us, but neighbors in our neighborhood. Throughout the process, Scott's communication was impeccable. He was on top of every single detail, no matter how minor, and kept us informed and confident from start to finish. Questions were answered before we even had to ask. His responsiveness and precision was greatly appreciated and definitely meets the expectations any seller would have. The process from beginning to end was paired with genuine professionalism and care. If you're considering listing your home in Los Angeles and want a Realtor who will exceed your expectations in every way, we recommend Scott Price, who is truly in a league of his own.

    1% Broker, Realtors

    1% Broker, Realtors

    (124 reviews)

    After having worked with numerous realtors over the years, Anita is one of the best agents in the…read moreindustry, hands down. We found Anita and Hugh through Yelp and Google, and after we identified a home we wanted to purchase, we reached out. I had not worked previously with Hugh or Anita, but the first call with them made me confident that they would work hard for us and have the experience to navigate all the bumps we might run into during escrow. Anita went straight to work, negotiating with the listing agent/sellers. To put this all in perspective, we identified the home we wanted to buy on Friday afternoon. By Friday evening, Anita had coordinated with the seller to accept our offer exclusively (they had 3 other offers on the table), and Anita submitted the offer on our behalf the same evening. Less than 24 hours, we received an email acceptance of our offer and by Monday morning, we opened escrow with the contract signed by the sellers. While this was all happening from Friday-Monday, she was out of town and YET still working diligently for us. It takes an experienced agent to be able to coordinate and close escrow within 30 days. That being said, we closed escrow in 18 DAYS, and it speaks volumes to Anita's incredible work ethic. She was extremely organized, responsive, and kept everything going per or even ahead of schedule. She always gave me a heads up on things that were coming up that needed to be signed, and she reviewed each document with me thoroughly, highlighting items that would be important to note. For a purchase as big as a home purchase, this was the smoothest transaction I have ever been a part of. I'm extremely hands on with all transactions, but Anita gave me confidence that everything would be taken care of and I could leave it to her to handle. She answered all of my questions (I had many), and she would so kindly provide me with her contacts if I needed to cost compare. If you're considering buying or selling your property/home and need a strong and skilled agent, I highly recommend Anita. I have so much respect for professionals like Anita who keep hustling and raising the standard for the profession, and Anita deserves the highest praise for her hard work, determination, and negotiation skills. After this experience, she's someone I would trust with every one of our real estate transactions. Anita, I can't thank you enough for your dedication to us throughout our entire buying process. We hope to work with you again and again.

    Fantastic communication from the first phone call and Anita is the total package, both personal and…read moreprofessional. Such a smooth process all around. Highly recommend and I look forward to working with them again in the future.

    Maggie Kennedy - Elevated LA

    Maggie Kennedy - Elevated LA

    (11 reviews)

    Brentwood

    I own a small commercial building in El Segundo. I had previously listed the building with two…read morecommercial brokers with outstanding credentials. Each had a 6 month exclusive and neither had produced a formal written offer. Within the first week after signing with Maggie's firm, she brought me two. After a month of negotiation I had a signed lease. And when it comes to negotiation, her intuition is spot on. I've read the glowing reviews from her other clients and I have to agree wholeheartedly with every bit of praise and compliment used to described this dynamo. Her professionalism and work ethic is simply amazing. I know I was amazed.

    I'm not one to pass our recommendations easily, but Maggie recently helped my family relocate to…read morethe Los Angeles area, and I can't recommend her enough. We had to move quickly and didn't have time to scout neighborhoods, or even visit the properties before making a decision. Maggie gave us detailed reports on neighborhoods in a language we could understand, ran all over the greater L.A. area to look at properties, and sent detailed videos on all our target properties. We ended up thrilled with our neighborhood and property even though my family had never set foot in the area or house. It's a true testament to her many skills. There are many people have knowledge, skills, and understanding of the market, but in addition to those requisite skills Maggie has a sincere dedication to her customers that sets her above the competition. It's very rare to find someone with all those traits in any field, and if you are in the realty market in L.A. I highly recommend connecting with Maggie.

    Amy and Augustine Um Team - Compass Realty

    Amy and Augustine Um Team - Compass Realty

    (55 reviews)

    Like a lot of people, the idea of selling a home and buying a new one felt overwhelming to me…read more Augustine and Amy Um delivered exceptional results at every turn and kept everything running smoothly and efficiently throughout. When it came time to sell my condo, they knew exactly what needed to be done. Augustine identified smart, cost-effective cosmetic improvements and staged it in a way that made it stand out among several other units for sale nearby. His eye for detail and deep knowledge of what buyers are looking for made an immediate difference. When challenges came up with negotiations with the buyer and dealing with my HOA, they handled everything quietly and efficiently. I barely had to think about it. Finding my new home was just as seamless. I described what I was looking for, and they delivered. Augustine moved with a precision and efficiency that I didn't know was possible in this process. Nothing dragged, nothing was left to chance. Their reviews spoke for themselves and lived up to every word. I always felt informed, never overwhelmed, and completely taken care of. The fact that we sold my condo and found my dream house within six months says everything about the level they operate at. Augustine and Amy are first class. If you want someone who knows this space inside and out and treats every client like a priority, they are the ones to call.

    Moving has often been cited as one of the most stressful life events, but I can honestly say that…read moreour transpacific move was relatively stress-free thanks in part to Amy and Augustine Um. With the recent sale of our home, we have now had the true pleasure of working with Amy and Augustine twice and highly recommend them for all your real estate needs. We could not have asked for better stewards of our home once we had moved out of state: they oversaw repairs, staging, and other aspects of the selling process as if our home were theirs, providing regular updates via e-mail and text to show our home's transformation. (And, importantly, they stayed within our budget while accomplishing these things!) Whenever they detected a hint of anxiety or doubt in our correspondence, they were always willing to jump on the phone to assuage our concerns--whether they were in the midst of celebrating a holiday with their family or in between showings with other clients. As they often remarked, "Let us worry about it for you; that's our job." We sincerely appreciated the care and empathy that Amy and Augustine brought to every interaction with us. That's what makes Amy and Augustine so special: although the home-buying and -selling processes are fundamentally predicated on financial matters, Amy and Augustine understand how emotional the experience is and can be. Despite the shifting economic and political landscape of LA over the past year, Amy and Augustine succeeded in securing a sale price that exceeded our initial expectations and that nicely aligned with their comparative market analysis. Whereas other houses in the neighborhood languished well beyond the average days on market and/or suffered multiple price reductions, Amy and Augustine delivered on their promise of selling our home without major compromises or concessions. It's clear to us that their acumen, knowledge, and expertise made possible what we thought would be improbable in turbulent times. Working with Amy and Augustine to sell our house reconfirmed what we already knew to be true: they are a dynamic duo, a real estate force to be reckoned with.

    Windfall Advisors - financialadvising - Updated May 2026

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