Carlo CFP
Founder, Private Wealth Advisor at Navigation Group - Redwood City, California, United States
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Navigation Group
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Navigation Group was established in 1998 in response to client requests for independent and unbiased professional wealth planning and management services tailored to the specific needs of each client. Here you'll discover an industry leading team of professionals with a single focus; to be proactive, dedicated advocates bringing clarity of purpose to generations of clients. While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value. At Navigation Group we start with "why?".