Navina Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Gitesh Bhaga

Gitesh Bhaga

Financial Advisor

Investment Manager
Visit Gitesh Bhaga's website
Advisor photo for Navneet Pahal

Navneet Pahal

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Operating Officer of Navina Wealth
Visit Navneet Pahal's website
Advisor photo for Supal Vora

Supal Vora

CRPC, AAMS, APMA

Private Wealth Advisor

Chief Executive Officer of Navina Wealth
Visit Supal Vora's website
Advisor photo for Shashin Vora

Shashin Vora

APMA

Financial Advisor

Vice President of Navina Wealth
Visit Shashin Vora's website
Advisor photo for Pavan Varshney

Pavan Varshney

MBA, APMA

Financial Advisor

Visit Pavan Varshney's website
Advisor photo for Elia Tavish Read

Elia Tavish Read

Financial Advisor

Visit Elia Tavish Read's website


Team

Meeta Patel

Meeta Patel

Paraplanner

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Sonal Patel

Sonal Patel

Business Development Manager

Satish Kalyani

Satish Kalyani

Practice Manager

Dave Dudley

Dave Dudley

Insurance Specialist