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Our financial advice team


Gitesh Bhaga, Financial Advisor serving the Temecula, CA area - Ameriprise Advisors

Gitesh Bhaga

CRPC

Financial Advisor

Investment Manager
Navina Wealth
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Insurance
  • Social Security Retirement Benefits

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • SIE, Series 7, Series 66

Education

  • University of California San Diego: B.S. B.A. Economics-Management Science and Political Science

Awards & recognition

  • Navina Wealth, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Business Owner, QSV Inc., San Diego CA, 2007-2012
  • Management Assistant, Enterprise Rent A Car, San Diego CA, 2004-2007

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

It is important to volunteer and support families in our community. I became involved with these organizations because I believe children deserve to have a smile on their face all the time.

  • Christmas Cheer All Year
  • Debbie Chisholm Memorial Foundation

Interests

- Playing and Watching Sports- Hanging out with family and friends- Binge-watching TV shows- Finding the next best pizza spot- Travelling