Navigoe, Inc

Specialties

Cash Flow Creation: Navigoe’s Certified Financial Planners are experts at designing portfolios to maximize after-​tax income and executing advanced, ongoing strategies for those looking to turn their investment portfolio into a constant and reliable income stream.

History

Established in 1996.

Navigoe, LLC, is the largest, independent, fee-​only wealth management firm in the South Bay. Founded by Scott A Leonard, CFP.

Meet the Business Owner

Scott L.

Business Owner

Scott Leonard, CFP, is the owner of Navigoe, Inc., a Registered Investment Advisor (RIA) with offices in Nevada and California. Scott is a Certified Financial Planner (CFP®). He was listed as among the five most influential Registered Investment Advisors for 2012.

Scott is an instructor at UCLA Extension. He is a national speaker on investment, wealth management, and practice management issues. Scott is a published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly «Money Make-​Over» column. His analysis and opinions on advanced wealth management issues are have been featured in national publications, including The Wall Street Journal, USA Today, Money Magazine, Time​.com and Kiplinger’s Personal Finance.

In 2014, Wiley published «The Liberated CEO» written by Scott Leonard, detailing how he planned and executed a 3 years sail adventure around the world with his family.