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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

Randall Zacuto

Randall Zacuto

CEP®

(858) 997-2084

Bob Levine

Bob Levine

Consultant

Chatise Hall

Assistant to Kevin Ryan & Derrigan Sheedy

(310) 475-5854 ext. 775

(888) 494-6363

Nicole Collins

Executive Assistant to Kevin Ryan & Derrigan Sheedy

310-475-5854 ext. 776

888-494-6363

Ryan Gomez

Ryan Gomez

Assistant to Kevin Ryan & Derrigan Sheedy

(310) 475-5854 ext. 287

(888) 494-6363

Tess Kelly-Zimmerman

Tess Kelly-Zimmerman

Client Care Coordinator

(858) 304-1107