Eric Toya is a CFP® with 20 years of industry experience and has been with Navigoe, LLC since 2013. He holds Series 63, 65, and 66 licenses and is based in Redondo Beach, CA. Navigoe, LLC is a fee-only wealth management firm serving high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $342 million for around 157 clients, offering financial planning, discretionary investment management, 401(k) consulting, and trust representative services. Navigoe’s investment approach centers on strategic asset allocation using mutual funds and ETFs, with a structured onboarding process and ongoing portfolio supervision.

Scott Leonard is a CFP® with 29 years of experience in the financial services industry. He has been with Navigoe, LLC since 2013, where he serves as one of two advisors. Navigoe, LLC is a fee-only wealth management firm that serves high-net-worth individuals, business owners, and retirement plans. The firm manages approximately $341.8 million for about 157 clients, offering comprehensive financial planning, discretionary investment management, 401(k) plan consulting, and trust representative services. Navigoe’s investment approach focuses on strategic asset allocation using mutual funds and ETFs, with ongoing supervision and rebalancing under discretionary authority.