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NWF Advisory
Rob Schultz, CFP®, PFP
Financial Planner
310-475-5854 x761
rschultz@nwfadvisory.com
Welcome to NWF Advisory
NWF Advisory was founded in 1969 by a group of financial service professionals who were on the leading edge of investment planning in the 1970's. Today, NWF is one of the oldest independent financial planning firms based in Los Angeles, and serves clients throughout the country. The organization has continued to provide professional wealth management services for individuals, families, and business, while maintaining its independence.

Newsletters
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through NWF Advisory Services Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Certain insurance products offered through New World Financial & Insurance Services, Inc., an entity not affiliated with Royal Alliance Associates, Inc. or registered as a broker/dealer or investment advisor.



This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, IL, ME, MA, NV, NM, NY, OR, PA, PR, TX, WA and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.