Jane An

2020-01-24T01:06:28-08:00

Jane An is the President of Monolithe Wealth Planning Group. Her experience lies in executing financial strategies which may otherwise be difficult to navigate, as well as maintaining necessary ongoing adjustments to the strategy as personal, business and economic conditions change. She truly enjoys Retirement Planning as she finds reward in watching her clients reach […]

Judi Harlan

2020-07-09T17:33:41-07:00

Judi was born and raised in Orlando, Florida. She graduated from the University of Georgia with a B.A. in English. She moved to Chicago after her graduation, where she met her husband, Byron, and lived there for 14 years. Judi worked as a real estate professional and advertising associate in Chicago before moving to San […]

Byron Harlan

2020-01-24T01:06:29-08:00

Byron Harlan had an award-winning career in broadcast news that spanned 30-years, before he decided to fulfill a dream he’d had for decades to become a Financial Planner. The pillars of his practice are embedded in four core concepts: compassion, truth, transparency and independence.

Byron has a bachelor’s degree in political science from UCSD, a master’s […]

Dari Rachedi

2020-01-24T01:06:36-08:00

Dari Rachedi, an Investment Adviser Representative with NWF Advisory , is a member of a team dedicated to provide an integrated approach to retirement and financial planning.

Mr. Rachedi received his master’s degree from University of Southern California and started his financial career with Met Life. He moved on to become an independent financial consultant in […]

RSS Regulatory News

The website links being provided are strictly as a courtesy. The broker/dealer makes no representation as to the completeness or accuracy of information provided at these web sites.

NWF Advisory Group | 11835 W. Olympic Boulevard | Suite 1150 East | Los Angeles, CA 90064 | Phone: (310) 475-5854 | Fax: (310) 207-1628

The financial advisors at NWF Advisory are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. Insurance products are also offered through New World Financial and Insurance Services, Inc. which is not affiliated with Royal Alliance, Inc. Royal Alliance Associates, Inc. does not offer tax or legal services. In this regard, this communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Many of the advisors at NWF Advisory are also separately investment advisor representatives under NWF Advisory Services, Inc., a Registered Investment Advisor registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Nevada, New York, Oregon, Texas, and Washington.

Important Consumer Information: A broker-dealer, an investment adviser, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Offices located throughout California, U.S.A.