Time to Set Sail

Before taking the next step in your financial journey, be sure you have the right co-captain to help you chart a smart route, navigate through rough waters and successfully reach your destination.

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"Navigoe's team of fee-only, CERTIFIED FINANCIAL PLANNER™ professionals help seamlessly manage all aspects of your financial life, providing peace of mind while protecting your family’s future."
- Scott Leonard

Wealth Management

Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.

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Investment Consulting

Protect and grow your wealth with a partner who carefully manages your portfolio to minimize risk and maximize returns.

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Employer 401(k) Plans

Get a helping hand updating your company’s 401(k) offerings or starting a new retirement plan for your employees.

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Limited Engagement Financial Planning

Meet with our CERTIFIED FINANCIAL PLANNER™ professionals to get financial guidance without a huge commitment.

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Trusts

Work with an estate partner who can help develop a trust that represents your financial legacy and continues your financial plan.

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Clients We Serve

We serve clients throughout the Los Angeles area, and even in different states. Being based in Redondo Beach, our clients are primarily in the South Bay cities of Redondo Beach, Hermosa Beach, Manhattan Beach, Torrance and the Palos Verdes Peninsula area.

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Helping you navigate your finacial future

How we work

Navigoe works closely with you to achieve true prosperity, focusing just as much on building your wealth as building our relationship with you. With our team by your side, you can look forward to feeling confidence and clarity every step of the way.

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Meet the team

Much like sailing, having a smooth financial voyage requires having the right crew. Each member of our team has a unique reason for choosing this profession, but we all share a common goal: to help you navigate to the financial life you always wanted.

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Learn the Ropes

Get the latest financial updates and advice from our team.

Social Security announces 2% inflation increase: what does it mean and how does it work?

Social Security has long been considered one leg of the “three-legged stool” of retirement planning. The other two being employer pensions and personal savings. However, employer pensions are quickly vanishing, and personal savings rates generally remain far too low to make up the difference. Of course, this amplifies the importance of Social Security as part…

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