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Supal Vora, Private Wealth Advisor serving the Temecula, CA area - Ameriprise Advisors

Supal Vora

Private Wealth Advisor

Chief Executive Officer of
Navina Wealth

An Ameriprise Private Wealth Advisor

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
832.281.6905
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families

Education

  • 2003 B.S. Business Administration, University Of California, Riverside

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2024
  • Navina Wealth, Ameriprise Client Experience Award, 2021-2024
  • Five Star Wealth Manager, 2021

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Community participation

Interests

My greatest interest is the pure joy that comes with learning, whatever it may be… in depth. Currently, my passions have been focused on gardening and making some really delicious pizza. I have had the privilege this year of growing San Marzano tomatoes, picking them when they are perfectly ripe (provided the caterpillars don’t get to them first), crushing and placing on top of dough then firing at 1000 degrees in my wood fired clay oven that my wife and I built in our backyard. My next desire is to become fluent in Spanish by 2022.

My photos

3 albums
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Honored to receive recognition

All of us at Navina Wealth are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Navina Wealth team and the great experience we work so hard to provide for our clients every day.

Connect with us

Supal Vora may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0E06794

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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