Wealth Navigation Advisors

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As experienced CFPs, we manage more than money Our holistic advisors aim to understand each clients values and define their objectives to create tailored plans This unique approach involves closely listening to what clients need, then determining how we can add more value to help them feel good about their financial situation and beyond Located in San Diego County, our office serves clients across the United States Wherever you happen to be in life, We can help you gain confidence and security in your personal finances