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417 Beryl Street
Redondo Beach, CA 90277
tel: 310-697-0400
fax: 310-861-1755
"Our mission is not to hand you a map and send you on your way, but to board your boat and help you navigate the journey" Scott Leonard, CFP - Managing Partner

Meet the Founder

Scott's Video

History/Vision

Navigoe was created from a dream: a goal to establish a truly full-service financial planning firm. One that would deliver financial advice, free from the conflicts of interest created by the pay-for-product stock brokerage, bank or insurance company model. This dream, this goal, was that of Navigoe's founder, Scott Leonard. Back in the early 1990's, when Scott was starting his career in the financial services industry, he quickly became dissatisfied with the way his employers – an insurance company and then a large brokerage company – were focused more on product sales than the needs of his clients. As a CERTIFIED FINANCIAL PLANNERTM Professional, Scott believed that a client’s needs should be the sole objective, and thus chose a new path to providing personalized financial services.

In 1996, Scott founded Leonard Wealth Management, the predecessor to Navigoe, with the purpose of delivering all-inclusive wealth management services. We focus on combining the major disciplines of planning and investments in a fiduciary, fee-only manner.

Fee-only, Independent Advice

Our independent status allows us to serve as an ally to our clients. We never receive commissions or referral fees. This fee-only model means that our clients know that they will always receive our best advice. As an independent, objective advisor in an industry awash with conflicts of interest, our clients take comfort in knowing that we have no reason to recommend anything other than what is best for them. We have a legal obligation, as a fiduciary, to always act in the best interest of our clients.

Education based process

We deliver a consultative, education-based process, where we help you understand all of the decisions that are involved in your financial life, how those decisions interact with one another and how they may impact your future. We believe that it’s our duty to be lifelong learners to ensure that we deliver advice with a full understanding of the pertinent information, whether that’s the latest investment research, tax law changes, or cash flow management tools. We seek to take the jargon out of the conversation, and keep you informed about what is most important to you.

Long Term Relationships

Financial planning is often conducted in a transactional manner. Either a commission is paid for the sale of a product or there is an expectation of the delivery of a “financial plan.” We believe that financial planning is a lifelong process of discussion, consultation and complete integration of all aspects of your financial life. Our wealth management relationship is a collaborative process, nurtured over time with ongoing communication about your progress, goals and needs. We work closely with you, and where applicable, your professional team, so that your planning meets your ongoing needs. Our goal is not to hand you a map and send you on your way, but to board your ship and help you navigate the seas safely through your journey.

Peace of mind means removing the anxiety of the finances and decision making, to allow you to enjoy your life in a way that is consistent with your vision, values and goals.

TheNavigoeOffice

Navigoe’s home office is actually a house. The stately Sweetser House is a historical landmark in Redondo Beach, built in 1921 at a cost of $5,000. The elegant 2,600 square foot Colonial Revival home belonged to Chase and Lillian Sweetser, and has been a familiar sight for years to South Bay residents traveling the Pacific Coast Highway. The Sweetser home and its adjacent 1909 “guest house” were locally landmarked in 1990 and are listed on the National Register of Historic Places. When Scott and his wife Mandi purchased the property in 2001, they began an extensive remodel to return the property to it’s roots. It looks like a Colonial Revival home on the outside, and retains an elegance inside, while functioning as a fully outfitted 21st century office. The landscaping is lovely and still includes Lillian Sweetser’s original rose garden! This historical home reflects the heritage of this beach community and is an appropriate place to house the office of people who want to help you build a heritage for your family.

Navigoe Office