Invest with Confidence, Reduce Taxes, Plan Your Legacy
With Navigoe’s CERTIFIED FINANCIAL PLANNER™ Professionals in Redondo Beach
“It’s your financial journey. How are you navigating it? With a 1990s Thomas Guide or a constantly updating app like Waze? Imagine if your financial journey was customized just for you, like Waze. That’s what Navigoe does!”
– SCOTT LEONARD, CFP®
NAVIGOE PARTNERS SEEN IN
Proud to be awarded 2024 “South Bay’s Best”
“South Bay’s Best” is awarded by the Daily Breeze newspaper based on an online vote by readers. No compensation was paid for participation.
Searching for a Financial Advisor near Redondo Beach? Here is How We Can Help.
COMPREHENSIVE WEALTH MANAGEMENT
Live the best life possible by collaborating with us to design a strategy, implement those plans and monitor your progress.
INVESTMENT
CONSULTING
Protect and grow your wealth with a partner who carefully manages your portfolio, minimizes risk and maximizes returns.
TAX
PLANNING
Develop an integrated tax strategy to minimize taxes over your lifetime and beyond.
ESTATE
PLANNING
Work with a partner who can help develop an estate plan that represents your financial legacy and continues your financial plan.
Clients We Serve
If you’re searching for a financial advisor near Redondo Beach, you’ve come to the right place. Our CERTIFIED FINANCIAL PLANNER™ professionals serve clients throughout the Los Angeles area and across the U.S. Our clients are primarily in the South Bay communities of Redondo Beach, Hermosa Beach, Manhattan Beach, Torrance, and the Palos Verdes Peninsula area (Rancho Palos Verdes, Palos Verdes Estates, and Rolling Hills Estates).
NEWLY
RETIRED COUPLE
SINGLE
PROFESSIONAL
YOUNG
BUSINESS OWNERS
How We Work
Navigoe’s CERTIFIED FINANCIAL PLANNER™ professionals in Redondo Beach partner with clients across the country to achieve true prosperity. We focus 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.
Meet the Team
Much like sailing, a smooth financial voyage requires having the right crew. Each team member 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.
Navigoe Google Reviews
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Learn the Ropes
Get the latest investment updates and advice from our financial advisors near Redondo Beach.
Take the Next Step in Your Financial Journey
Get in touch to tell us more about your plans and see if we are the right co-captain for you.