Daniel Johnson (financial advisor)

Daniel Scott Johnson (born February 24, 1979) is an American financial advisor and the founder of Windfall Advisors.

Career

Johnson started his career in commercial real estate brokerage in St. Louis, Missouri. In 2008, he entered wealth management, working at Merrill Lynch in Los Angeles and later at Morgan Stanley Wealth Management. He holds the Certified Exit Planning Advisor credential from the Exit Planning Institute.

In 2020, Johnson founded Windfall Advisors.

He has served on the boards of United Cerebral Palsy of Los Angeles – Wheels of LA Division and the Malibu Chamber of Commerce.

His work has been cited in the Los Angeles Business Journal, The Malibu Times, and CNBC.

Recognition

Johnson has been listed in Expertise.com’s "Best Financial Advisors Serving Santa Monica" in 2024 and received the Family Wealth Report Award for Wealth Management Thought Leadership in 2025.