Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Linda M
Series 66
Fredericksburg, VA
Navy Federal Investment Services, LLC
Linda Mmera is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. She has held various roles in financial services since 2022, including positions at Bankers Life and Bank of America-Merrill Lynch. Outside of finance, she worked with Liberty Language Service and studied at the University of Nottingham. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts by offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm uses model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.
Sara G
Series 66
Fredericksburg, VA
Navy Federal Investment Services, LLC
Sara Goldman is a financial advisor at Navy Federal Investment Services, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. There are no notable outside activities listed for her. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm employs third-party portfolio managers via the Envestnet platform and offers services including model-driven asset allocation, tax and impact overlays, and a Private Wealth Consulting program for clients with $1 million or more.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters