Navina Wealth

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Navina Wealth
Team photo for Navina Wealth

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Advisors

Advisor photo for Jai M Dev

Jai M Dev

CRPC, APMA

Financial Advisor

Vice President of Navina Wealth
Visit Jai M Dev'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 Gitesh Bhaga

Gitesh Bhaga

Financial Advisor

Investment Manager
Visit Gitesh Bhaga's website
Advisor photo for Alexander McMullen

Alexander McMullen

Financial Advisor

Visit Alexander McMullen's website
Advisor photo for Michael Batchelor

Michael Batchelor

Financial Advisor

Visit Michael Batchelor's website
Advisor photo for Elia Tavish Read

Elia Tavish Read

Financial Advisor

Associate Vice President of Navina Wealth
Visit Elia Tavish Read's website


Team

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Dave Dudley

Dave Dudley

Insurance Specialist

Meeta Patel

Meeta Patel

Paraplanner

Roman Zhitnik

Roman Zhitnik

Financial Planning Specialist