Advisor profile


My approach

Licia Navazio - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Licia Navazio - My approach photo

Areas of focus

  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investments
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 24: General Securities Supervisor
  • Series 7: General Securities Representative
  • Series 65: Uniform Investment Advisor Law
  • Series 63: Uniform Securities Agent State Law
  • PA Life/Accident/Health Insurance

Education

  • Bachelor of Science: Business Administration: Finance, Rowen University, Glassboro, N.J., 1995

Interests

  • Quality time with my family and friends.
  • Being outdoors, in the mountains, at the beach, gardening, etc.
  • Favored activities include walking, jogging, hiking, bicycling, swimming, fishing, and photography
  • Reading: news, financial reports, economic reports, and an occasional novel
  • Logic Puzzles, Chess, Backgammon, Monopoly, etc.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company*and a Military Friendly® Employer

* As of October 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Professional associations

  • Certified Financial Planning Board of Standards, Since 2006
  • Institute of Business & Finance, CFS, May 2001-May 2014
  • Financial Planning Association (FPA), 2000-2012
  • Society of Financial Services Professionals, 2009-2010
  • Rowen University Alumni Association
  • Penn State University Alumni Association
  • Harrisburg Area Comm College Alumni Association