Gary Robertson

Financial Advisor

P: 949 322 9410
F: 949 335 5506


1321 Oxford Lane
Newport Beach, CA 92660


Gary has worked in the financial services industry for over 30 years. His interest in investing and financial planning began when he apprenticed as a teenager under his grandfather’s securities business, which he began in 1924. Gary advanced his interest in financial planning by becoming a Financial Advisor. Gary worked at Smith & Barney as both a Financial Planning Specialist and a Senior Investment Management Specialist. Gary specializes in helping individuals, retirees, families, and business owners with investment planning, portfolio creation, and portfolio management. Gary’s knowledge, honesty, commitment, and experience help him to build
and establish meaningful long term relationships with his clients, many lasting decades.

Gary’s credentials include:

• BA Journalism & Business, University of Southern California

On a personal note, Gary currently resides in Newport Beach California with his family.
In his free time, he enjoys designing paddle boards, water sports, boating, and spending
time with his family.

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The financial advisors at NWF Advisory offer securities through Royal Alliance Associates, Inc. Member FINRA/SIPC. 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.

Some advisors of NWF offer investment advisory services through Royal Alliance Associates, Inc., a registered investment adviser. Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. Many of the advisors at NWF Advisory are also investment advisor representatives of NWF Advisory Services, Inc., a Registered Investment Adviser. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.


Royal Alliance Associates does not offer tax or legal services. Listed entities are not affiliated with Royal Alliance Associates, Inc.

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