P: 310 475 5854
F: 310 773 9888
15821 Ventura Blvd. Suite 660,
Encino, CA 91436
Willow is a Financial Advisor who works at the NWF Advisory headquarters in Los Angeles. Prior
to joining NWF Advisory, Willow worked at New York Life. Willow first discovered her passion for financial services while volunteering to create microfinance opportunities with the local people in third world countries. While in these countries she helped to raise money, and open microbanks, which, in turn, assisted in the economic development and education of the locals on financial literacy.
Willow prides herself on her professionalism, dedication, knowledge, and ability to understand clients’ needs and financial objectives. Willow’s philosophy is centered around building long term relationships based on mutual respect, performance, and outstanding client service. She enjoys working with clients and makes an extra effort to get to know the person behind the financial statement. This approach enables her to take clients’ entire financial picture into consideration before to help them make the decisions best suited for them.
Willow’s credentials include:
• BA, University of California, Los Angeles
• Series 7 Licensee
• CFP®, Certified Financial Planner
• Director of Public Relations, Rotary Club of Calabasas
• Director of Membership, Rotary Club of Calabasas
• Member, UCLA Young Alumni Development Council
Willows enjoys staying active in the Los Angeles community and is Director of Public Relations and Director of Membership for the Rotary Club of Calabasas, along with serving on the UCLA Young Alumni Development Council.
In her free time, Willow enjoys horseback riding, snowboarding, soccer, volleyball, and hiking. She especially enjoys traveling and exploring different cultures as she believes there is something to be learned from everyone and every place. On a personal note, Willow is a native Californian and currently resides in Calabasas, California