Neel DesaiPlanning and Portfolio Specialist
May 20, 2016 4:48 pmNeel Desai Planning and Portfolio Specialist LPL Registered Administrative Assistant neel@navigationgroup.com Neel began his client-focused career in 2003 as an... View Article
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Pam BaconClient Services
May 19, 2016 4:52 pmPam Bacon Client Services pam@navigationgroup.com Pam has over 28 years working in financial services, including more than a decade at... View Article
Anita RamosClient Services
May 18, 2016 4:52 pmAnita Ramos Client Services anita@navigationgroup.com Anita brings with her over 20 years’ experience in the Banking and Financial Services industry,... View Article
Karen K. Franco, CFPPlanning Specialist
May 17, 2016 4:51 pmKaren K. Franco, CFP Planning Specialist LPL Registered Administrative Assistant karen@navigationgroup.com Karen is a crucial team member who began her... View Article
Ron Leong, CFAChief Investment Officer
May 16, 2016 4:48 pmRonald Leong, CFA® Chief Investment Officer LPL Registered Representative ron@navigationgroup.com Ron brings more than two decades of investment experience to... View Article
Patrick McCullough, CFPDirector of Client Service
May 14, 2016 4:49 pmPatrick McCullough, CFP® Director of Client Service pat@navigationgroup.com Pat has been designing industry leading financial plans for clients for over... View Article
Erik S. Davis, CFPFounder / Private Wealth Advisor
May 13, 2016 2:03 pmErik S. Davis, CFP® Founder / Private Wealth Advisor LPL Registered Principal erik@navigationgroup.com When Erik started his career in 1992,... View Article
Carlo Panaccione, CFPFounder / Private Wealth Advisor
May 13, 2016 1:57 pmCarlo Panaccione, CFP® Founder / Private Wealth Advisor LPL Registered Principal carlo@navigationgroup.com Within minutes of first meeting Carlo you can’t... View Article