Rob Schultz, CFP
(310) 475-5854 x761
NWF Advisory Services is an independent financial planning firm headquartered in Los Angeles California. Founded in 1969 by a group of leading financial service professionals, NWF Advisory offers securities through Royal Alliance Associates Inc., one of the largest independent broker-dealer networks in the country.
Before holistic financial planning became an industry term, our advisors were working on all aspects of a clients financial lives, not just investments. My practice was built primarily through speaking to groups of young physicians in their residency programs across the west coast. We started developing simple financial plans that these newly minted physicians could grow into and we developed lasting relationships.