A complete list of active advisors currently associated with Navigation Group LLC

Warmer can help you find a great advisor at Navigation Group LLC or one who fits your needs even better.

Navigation Group provides wealth planning, investment management, consulting and advisory referral services to individuals (including high-net-worth clients), pension and profit-sharing plans, investment companies and business entities. The firm manages approximately $1.012 billion in client assets—about $985.8 million discretionary and $26.3 million nondiscretionary—and also offers planning engagements billed on hourly or fixed-fee bases. The firm employs a strategic asset allocation approach with annual rebalancing and limited tactical adjustments, using a mix of passive index funds and actively managed mutual and exchange-traded funds and evaluating managers on multi-period return, risk and turnover metrics. Navigation Group integrates investment management with coordinated wealth-planning work—risk management, tax and estate coordination, education funding and facilitated family wealth meetings—and may trade on a discretionary basis within client mandates. Notable features include a relatively small advisory staff (three advisors) overseeing over $1 billion in assets and associated persons who are registered principals of LPL Financial and licensed insurance agents, which can give rise to broker-dealer and insurance compensation and referral relationships. The firm also offers less-common services such as post-mortem estate assistance and a Family Financial Philosophy process targeted at clients with more than $10 million, and it does not impose an account minimum.

To learn more about the advisors currently working at Navigation Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Navigation Group LLC's office locations.

Name	Location	Years of experience
Erik Davis	Redwood City, CA	33
Karen Franco	Redwood Shores, CA	34
Carlo Panaccione	Redwood City, CA	40

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