Robert D. Newell, CFP®, CLU
Phone: (818) 888-7344 Now in the 40th year of his career as a financial advisor, Bob was responsible for founding and operating a fee for service financial planning subsidiary for a major Los Angeles firm and is currently a Registered Representative of Royal Alliance Associates, Inc. a registered Broker/ Dealer, Member FINRA/SIPC. In 1984, he was admitted to The Registry of Financial Planning Practitioners, a select group of individuals across the country who met rigid entry requirements by demonstrating the highest professional standards of competency and integrity. As a Certified Financial Planner, Bob advises successful individuals and business owners how to manage their capital more effectively through the efficient use of tax and business planning strategies and a myriad of investment alternatives. His goal is to help his clients increase and manage their wealth while preserving it for succeeding generations. His clients include successful active and retired individuals from varied fields including medicine, law, accounting, real estate, banking, entertainment, professional sports, manufacturing, and service-related companies. As a keynote speaker, he made a special presentation in 1994 with Shirley Chater, United States Commissioner of Social Security, and Norma Quarles, CNN Correspondent to the AARP Biennial Convention in Anaheim, California, on the topic of the risks and methods of Retirement Planning strategies. He has authored articles for Personal Financial Planning Magazine and provided commentary for a variety of publications including the Los Angeles Times and Sylvia Porters Magazine. He also collaborated on the book Your Money Personality and wrote the forward to the Prudent Investors Guide to Beating the Market. Bob has been active in his community as a former member of the Santa Monica Hospital Medical Center Foundation Board of Directors, where he served as Treasurer and Chairman of the Finance and Investment Committees. In his spare time, he and his wife Marlene enjoy their family life in West Hills, California, and have frequent occasions to spend quality time with their five children and seven grandchildren. California Insurance Lic# 0577033  About Us
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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. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, UT, VA, WA, 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: California, Texas 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 Throughout California, U.S.A. |
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