Navina Wealth

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Navina Wealth
Team photo for Navina Wealth

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Advisors

Advisor photo for Roman Zhitnik

Roman Zhitnik

Financial Advisor

Associate Vice President of Navina Wealth
Visit Roman Zhitnik's website
Advisor photo for Dave M Dudley

Dave M Dudley

Financial Advisor

Insurance Specialist
Visit Dave M Dudley's website
Advisor photo for Navneet Pahal

Navneet Pahal

CFP®, APMA®, CRPC

Private Wealth Advisor

Founder 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

Chief Operating Officer of Navina Wealth
Visit Shashin Vora's website
Advisor photo for Gitesh Bhaga

Gitesh Bhaga

Financial Advisor

Investment Manager
Visit Gitesh Bhaga's website
Advisor photo for Pavan Varshney

Pavan Varshney

MBA, CFP®, APMA®

Private Wealth Advisor

Vice President of Navina Wealth
Visit Pavan Varshney's website
Advisor photo for Alexander McMullen

Alexander McMullen

APMA®

Financial Advisor

Visit Alexander McMullen's website
Advisor photo for Michael Batchelor

Michael Batchelor

APMA®

Financial Advisor

Visit Michael Batchelor's website
Advisor photo for Balaji Rajamani

Balaji Rajamani

MBA, APMA®

Financial Advisor

Visit Balaji Rajamani's website


Team

Anna Kham - Dev

Anna Kham - Dev

Client Service Manager

Meeta Patel

Meeta Patel

Insurance Manager