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Our Firm

Who Are We?

The firm presently known as NWF Advisory was founded in 1969 by a group of leading financial service professionals who were on the leading edge of investment planning in the 70’s.

Throughout the years, NWF Advisory has gone through several leadership changes, as well as mergers, most notably with Sun Financial Group under the leadership of Michael E. Curry. Recently the firm has been acquired and operated under the direction of Shehab Mohammad.

In July of 2007, Shehab Mohammad, a former Vice President of a major financial services company became President and CEO of NWF Advisory. Under Shehab’s leadership the firm strives to be known as one of the premier independent financial planning firm throughout Southern and Northern California. The organization has continued to provide professional wealth management services for individuals, families and business alike, while striving to maintain the highest of ethical standards.

Today NWF Advisory is made up of NWF Advisory Group, Inc., NWF Advisory Services Inc., and some insurance products are offered through New World Financial and Insurance Services, Inc.

Registered Representatives of and offering securities through Royal Alliance Associates, Inc., a registered broker-dealer and Member FINRA/SIPC.

Many are Investment Advisor Representatives with NWF Advisory Services, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc.

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.