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.

See how it works
"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.

Learn more

Investment Consulting

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

Learn more

Employer 401(k) Plans

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

Learn more


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

Learn more

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.

See If We’re a Match
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.

Learn about our process

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.

Show me the team

Learn the Ropes

Get the latest financial updates and advice from our team.

9 Key Principles to Improve Your Odds of Achieving Your Goals

1. Focus on what you can control Navigoe can offer experience and guidance to help you focus on actions that add value. This can lead to a better investment experience. 2. Don’t Try to Outguess the Market The market’s pricing power works against fund managers who try to outperform through stock picking or market timing….

Read More