Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Navneet Pahal, Private Wealth Advisor serving the Temecula, CA area - Ameriprise Advisors

Navneet Pahal

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Operating Officer of Navina Wealth
Learn more about Navneet Pahal Visit Navneet Pahal's website
Supal Vora, Private Wealth Advisor serving the Temecula, CA area - Ameriprise Advisors

Supal Vora

CRPC, AAMS, APMA

Private Wealth Advisor

Chief Executive Officer of Navina Wealth
Learn more about Supal Vora Visit Supal Vora's website
Shashin Vora, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

Shashin Vora

APMA

Financial Advisor

Vice President of Navina Wealth
Learn more about Shashin Vora Visit Shashin Vora's website
Elia Tavish Read, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

Elia Tavish Read

Financial Advisor

Associate Vice President of Navina Wealth
Learn more about Elia Tavish Read Visit Elia Tavish Read's website
Gitesh Bhaga, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

Gitesh Bhaga

CRPC

Financial Advisor

Investment Manager
Learn more about Gitesh Bhaga Visit Gitesh Bhaga's website
Pavan Varshney, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

Pavan Varshney

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

Satish Kalyani

Satish Kalyani

Practice Manager

Sonal Patel

Sonal Patel

Business Development Manager

Isaiah Read

Isaiah Read

Practice Manager

Alex McMullen

Alex McMullen

Financial Planning Analyst,

Investment Specialist
Michael Batchelor

Michael Batchelor

Financial Planning Specialist

Dave Dudley

Dave Dudley

Insurance Specialist

Roman Zhitnik

Roman Zhitnik

Financial Planning Specialist