Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Navneet Pahal

Navneet Pahal

CFP®, CRPC, APMA

Private Wealth Advisor

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

Supal Vora

CRPC, AAMS, APMA

Private Wealth Advisor

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

Shashin Vora

APMA

Financial Advisor

Vice President of Navina Wealth
Learn more about Shashin Vora Visit Shashin Vora's website
Advisor photo for Elia Tavish Read

Elia Tavish Read

Financial Advisor

Associate Vice President of Navina Wealth
Learn more about Elia Tavish Read Visit Elia Tavish Read's website
Advisor photo for Gitesh Bhaga

Gitesh Bhaga

CRPC

Financial Advisor

Investment Manager
Learn more about Gitesh Bhaga Visit Gitesh Bhaga's website
Advisor photo for Jai M Dev

Jai M Dev

CRPC, APMA

Financial Advisor

Vice President of Navina Wealth
Learn more about Jai M Dev Visit Jai M Dev's website
Advisor photo for Pavan Varshney

Pavan Varshney

MBA, APMA

Financial Advisor

Learn more about Pavan Varshney Visit Pavan Varshney's website


Our team

Meeta Patel

Meeta Patel

Paraplanner

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Dave Dudley

Dave Dudley

Insurance Specialist

Roman Zhitnik

Roman Zhitnik

Financial Planning Specialist