Navigoe, LLC
Overview
Navigoe, LLC is a fee-only financial advisory firm based in Redondo Beach, California, offering comprehensive wealth management services. Founded in 1996 by Scott Leonard, a CERTIFIED FINANCIAL PLANNER™, the firm provides personalized financial planning, investment consulting, tax planning, and estate planning. Navigoe's mission is to deliver financial advice free from conflicts of interest, focusing solely on clients' best interests. The firm's approach emphasizes a consultative, education-based process, helping clients understand their financial decisions and their impact on future goals. As fiduciaries, Navigoe is legally obligated to act in clients' best interests, ensuring unbiased advice without commissions or referral rewards. This commitment to independence and client-centric service has established Navigoe as a trusted partner in financial planning and wealth management.
Portfolio Companies
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Frequently asked questions about Navigoe, LLC
What sectors does Navigoe, LLC invest in?
Navigoe, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Redondo Beach, California, United States. Navigoe, LLC is listed as a other in the ConnectSafely investor database.
What stage does Navigoe, LLC invest at?
Navigoe, LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 100K - 5M.
Which regions does Navigoe, LLC invest in?
Navigoe, LLC invests across United States.
Who are the partners at Navigoe, LLC?
Team members listed for Navigoe, LLC include Kay Owens (CFO).
What companies has Navigoe, LLC invested in?
Navigoe, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Visa and Pfizer.
How do I contact Navigoe, LLC?
Navigoe, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
