Justin Buddy Arce has been working with clients since 2010. Prior to joining NWF Advisory, Justin worked for many years as an Assistant Branch Manager at Foresters Financial. He enjoys being with an Independent Broker Dealer and particularly helping his clients meet their financial goals through comprehensive and holistic advice. Justin tailors financial strategies to […]
Artin has worked in the financial services industry for over 12 years. He has extensive experience providing comprehensive financial planning for retirement, estate planning, and tax planning to individuals and businesses. His expertise encompasses investment analysis, risk management, personalized wealth accumulation, preservation, and distribution strategies.
Artin prides himself on his honesty and integrity, and his ability […]
Robert has worked in the financial services industry for over 36 years. In the past, he worked as a Branch Office Coordinator and Assistant Branch Manager for EF Hutton & Co, and later became a Branch Manager for Thomas F. White in Los Angeles.
Robert specializes in Retirement Planning, Child Education Planning, Estate Planning, Stocks & […]
Willow is a Financial Advisor who works at the NWF Advisory headquarters in Los Angeles. Prior to joining NWF Advisory, Willow worked at New York Life. Willow first discovered her passion for financial services while volunteering to create microfinance opportunities with the local people in third world countries. While in these countries she helped to […]
Gordon is a veteran in the financial services industry with over 50 years of experience. His affinity for investing and financial planning began when he joined the Aetna Life Insurance Company writing group life, medical, and disability plans for employee benefit programs. He then advanced his interest in financial planning by adding pension, profit sharing, […]
Rob helps his clients meet their income needs while overseeing asset growth and wealth protection. Rob has more than 30 years of experience in the financial services industry. During his career, he has worked at such renowned firms as EF Hutton, Lehman Brothers, Bear Sterns and the Royal Bank of Canada. His background includes investment […]
Kevin is a Financial Consultant with NWF Advisory headquartered in Los Angeles, California. Prior to being a financial consultant, Kevin helped start and run several small businesses. This prior experience gives him a specialized insight into the needs of business owners and the self-employed, a growing segment of today’s workforce. Kevin began his own independent […]
Rob Schultz is a seasoned Financial Planner with over 19 years of experience working in the financial services industry. As a Certified Financial Planner®, Rob specializes in wealth management, retirement income planning, investment strategies, college planning, and multigenerational estate transfer. Rob has built a unique practice niche focusing on physicians nationwide. For the past decade, […]
Derrigan began his career in the financial services industry in 2004 with NWF Advisory. He specializes in wealth management, asset preservation, retirement planning and retirement income distribution strategies. He takes a comprehensive approach in providing clients with a strategy that is focused on being financially prudent and tax conscientious.
He works alongside his client’s accountants, estate attorneys and […]
Craig has been a Financial Advisor with NWF Advisory since 1990 and is a senior member of a team of advisors with more than 50 years of combined financial planning experience of which nearly 40 years have been with NWF Advisory.
While a substantial portion of Craig’s clients are affluent business owners and professionals, Craig’s mission […]