Navina Wealth

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.


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Team photo for Navina Wealth
Team photo for Navina Wealth

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Advisors

Navneet Pahal

CFP®, CRPC, APMA

Private Wealth Advisor

Founder of Navina Wealth
Visit Navneet Pahal's website

Supal Vora

CRPC, AAMS, APMA

Private Wealth Advisor

Chief Executive Officer of Navina Wealth
Visit Supal Vora's website

Shashin Vora

APMA

Financial Advisor

Vice President of Navina Wealth
Visit Shashin Vora's website

Gitesh Bhaga

CRPC

Financial Advisor

Investment Manager
Visit Gitesh Bhaga's website

Pavan Varshney

MBA, CFP®, APMA

Financial Advisor

Visit Pavan Varshney's website

Alexander McMullen

APMA

Financial Advisor

Visit Alexander McMullen's website

Michael Batchelor

APMA

Financial Advisor

Visit Michael Batchelor's website

Dave M Dudley

Financial Advisor

Insurance Specialist
Visit Dave M Dudley's website

Roman Zhitnik

Financial Advisor

Associate Vice President of Navina Wealth
Visit Roman Zhitnik's website


Team

Meeta Patel

Meeta Patel

Paraplanner

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Anna Kham - Dev

Anna Kham - Dev

Client Service Specialist