Daniela Aljawd

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

Daniela Aljawad has been in the financial services industry for over 12 years and has previously worked at firms such as Brighthouse Financial (formerly MetLife) and MassMutual. She focuses on working with retirees and understands their unique needs.

Daniela helps solve problems, answers questions, assists in providing solutions and proactively communicates important information to our clients. […]

Matthew Almanza

2020-02-14T22:58:46-08:00

Matt is the Operations Manager at NWF Advisory headquartered in Los Angeles, California. Before starting his career with NWF Advisory he worked for Automatic Data Processing, (ADP) as an Associate Tax Processing Specialist. In his current role Matt plans, directs, and coordinates all operations, and is responsible for improving performance, productivity, efficiency and profitability through […]

Jolene Garat

2020-01-24T01:06:53-08:00

Jolene Garat is a Registered Paraplanner, and has been the Client Service Manager and Assistant to Advisor Robert M. Schultz since 2013. She assists Rob and his clients while managing the day-to-day functions of the office. Jolene received her B.S. Degree from the University of La Verne and an ABA Paralegal Certification from UCLA.

Jolene currently […]

Cinthya Salas

2020-01-24T01:06:55-08:00

Cinthya has been an integral member of Craig Steinhauer’s financial planning team for over 15 years and truly enjoys the special relationships she has established with many of their clients.

In her current role, Cinthya communicates with clients daily, fulfilling their operational needs, opening and servicing accounts, providing tax statements to clients and their CPAs, and […]

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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.

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