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Who We Are

NWF Advisory was built on the idea that personal service, ongoing communication, and trusted relationships are the keys to successful long-term financial partnerships. Our financial professionals are dedicated to delivering premiere service, sharing meaningful and relevant information, and building a trusted relationship with each client.

Our Team

Kevin   Ryan

Kevin Ryan

Financial Advisor, CFP®

(310) 475-5854

(888) 494-6363

Derrigan  Sheedy

Derrigan Sheedy

Financial Advisor, PFP®

(310) 475-5854

(888) 494-6363

William Monfils  Upson

William Monfils Upson

Financial Advisor, CFP® , ChFC®

(925) 942-9400

Bob  Levine

Bob Levine


Karla  Rose

Karla Rose

Executive Assistant, Events Coordinator

(310) 475-5854

(888) 494-6363