Navina Wealth

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Navina Wealth
Team photo for Navina Wealth

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Advisors

Roman Zhitnik

Financial Advisor

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

Dave M Dudley

Financial Advisor

Insurance Specialist
Visit Dave M Dudley's website

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®

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


Team

Alison Gemmell

Alison Gemmell

Client Relationship Manager

Anna Kham - Dev

Anna Kham - Dev

Client Service Specialist

Balaji Rajamani

Balaji Rajamani

Practice Manager

Erin McMullen

Erin McMullen

Financial Planning Specialist

Meeta Patel

Meeta Patel

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