Our team is responsible for preparing financial reports and advising

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We are a company that offers financial services to individuals and businesses

Finance management is an important part of business management. As such, you need to know the basic principles and principles of finance. This article covers it.

Running a new business is challenging. We make it easier.

A business needs to manage its finances effectively. To achieve this, one must first understand the financial terms and concepts used in the industry.

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"We provide strategies that will help you achieve your financial goals."

Daniel Castillo, Founder & Managing Director

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"Our team is responsible for preparing financial reports and for advising."

Scarlett Howells, Supervisor

Our team is responsible for preparing financial advising

Meet the team of professionals and experts

Shehab Mohammad

President/ CEO

Heather Scully

Senior Vice President | Chief Compliance Officer

Jodi Johnston

VP of Recruiting & Business Development

Cathy Gonzalez

Director of Operations and Events

Cade Thornton

Paraplanner/Advisor Support

Marlene Stadtmauer

Office Manager

Carina Marx

Administrative Assistant

Robert Schultz

Financial Advisor | Senior Partner

Craig Steinhauer

Financial Advisor | Senior Partner

Daniel Faris Yasharel

Wealth Manager | Senior Partner

Abdur Akram

Financial Advisor

Mary (Terry) Allen

Financial Advisor

Jane An

Financial Advisor

Justin Buddy Arce

Financial Advisor

Richard (Danny) Asato

Financial Professional

Artin Bandari

Financial Advisor

Brian Bedord

Financial Advisor

Noah Boatright

Financial Advisor

Georgia Bogris

Financial Professional

Eric Bond

Financial Advisor

Robert Bond

Financial Professional

Dylan Brennan

Financial Advisor

Justin T. Burrow

Financial Advisor

Rajer Choobak

Wealth Manager

Daryl Cole

Financial Advisor

Kent Cummings

Financial Advisor

Brandon Dixon-James

Financial Advisor

William Andrew Doukas

Financial Advisor

Willow Drazen

Financial Advisor

Gregory Enloe

Financial Advisor

Vayle Floria

Financial Advisor

Ryan Gomez

Financial Professional

Cesar Franco

Financial Advisor

William Fredrickson

Financial Advisor

Joe Hagler

Financial Advisor

Byron Harlan

Financial Advisor

Kam Ho

Financial Advisor

Rodger Hobbs

Financial Advisor

Jennie Hunsberger

Financial Advisor

Reginald Jackson

Financial Advisor

Rob Jaffe

Financial Advisor

James Johnson

Financial Advisor

Grant Jones

Financial Advisor

Jane C. Kelley

Financial Advisor

Woong Kim

Financial Advisor

Richard Klotz

Financial Advisor

Clayton Koseki

Financially Professional

Sylvain Lapointe

Wealth Manager

Donna Lea

Financial Advisor

Dean Leonard

Financial Professional

Monica McCready

Financial Advisor

Bill (Francis) McRoberts

Financial Advisor

Sandy (Sandra) McRoberts

Financial Professional

Tony Minami

Financial Advisor

Cynthia Moore

Financial Advisor

Jeromy Park

Financial Advisor

Luka Pavlina

Financial Advisor

Denise Petersen

Financial Advisor

Dari Rachedi

Financial Advisor

Sheryl Rados

Financial Advisor

Marianne Regan

Financial Advisor

Wolfgang Remkes

Financial Advisor

Gleb Reynlib

Financial Advisor

Gary Robertson

Financial Advisor

Kevin Ryan

Financial Advisor

Robert Ryan III

Financial Advisor

Mark Schneeberger

Financial Advisor

Jay Schreiber

Financial Professional

Derrigan Sheedy

Financial Advisor

Peter Showler

Financial Professional

Kevin Spafford

Financial Advisor

Roy Stachnik

Financial Professional

Sarah Stachnik

Financial Advisor

Robert Steinhorn

Financial Advisor

Andrew Stewart

Financial Advisor

Jim M. Stewart

Financial Professional

David Takagi

Financial Advisor

Megan Takagi

Financial Advisor

Taea Takagi-Jones

Financial Advisor

Rolf A. Trautsch

Financial Professional

Tara T. Trautsch

Financial Advisor

Stacy Tredennick

Financial Advisor

John I. Trull

Financial Advisor

William Upson

Financial Professional

John Wallbrink

Financial Advisor

Peter Wang

Financial Advisor

Mike Weintraub

Financial Professional

Brian Willenborg

Financial Professional

Michael T. Wilson

Financial Advisor

Tom J. Wood

Financial Advisor

Lannie Wright

Financial Advisor

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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.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. 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.

Securities, insurance, and investment advisory services offerred through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through NWF Advisory Services Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.