We’re excited to present to you the latest in our quarterly webinar series featuring Navigoe Founder and CEO, Scott Leonard, and Dimensional Fund Advisor’s “Secretary of Explaining Stuff” Apollo Lupescu.

Dear Valued Client, Happy New Year! I hope that everyone was able to spend some quality time with the people that matter most this past holiday season. Before I get into the summary of last year, I want to share a quick story…

Nine key principles that will help you improve your odds of achieving your financial goals.

Navigoe had the honor of being profiled in South Bay Magazine for their special Financial Services section. For this profile, they interviewed our Founding Partner and CEO, Scott Leonard, about Navigoe’s services, what makes our firm unique, and what type of clients are typically best suited for our services.