Navigoe Wealth Management

  • Eric Toya, Partner,
    & Scott Leonard, Owner

  • Address

    417 Beryl St., Redondo Beach

  • Phone

    310-697-0400

  • Website

    navigoe.com

  • Special Section

    Trusted Advisors

Navigoe is a fee-only financial fiduciary that works with business owners, executives and families concerned with maintaining and growing their financial prosperity. CERTIFIED FINANCIAL PLANNERTM professional Scott Leonard started Navigoe Wealth Management in 1996 and has worked in this industry for more than 30 years. In 2012 he was named one of the Top 5 most influential financial advisors by RIABiz. Eric Toya is also a CERTIFIED FINANCIAL PLANNER™ professional and a partner at Navigoe.      Navigoe has been named one of the top financial advisors in Los Angeles four years in a row by AdvisorHQ. The firm’s services include investment management, tax planning, asset protection strategies, estate planning and charitable giving, in addition to trustee services. 

What does it mean to be a fiduciary? 

It is a legal standard that requires that we put the needs of our clients ahead of our own. And if we don’t, we are financially liable. In effect, it helps ensure that our clients always receive our best advice, solely in their best interest. The standard also requires us to have full transparency around our fees and any possible conflicts of interest.

How does a client choose who to work with? 

Great news! They don’t have to choose. We work as a team, servicing and guiding all of our clients. The Navigoe crew consists of highly qualified professionals working together to ensure that someone is always available to help clients when questions or urgent matters arise.

What is the process to begin working with Navigoe?

We are seeking lifelong relationships with our clients, to be a partner in helping them achieve all that matters to them around their financial lives. We are financial navigators—we do not just hand our clients a chart and push them off the dock. We board their boat and assist in navigating through their financial lives. The first step is to contact us and schedule an introductory meeting to learn more about Navigoe and our custom approach to wealth management and to explore whether working together would be beneficial.

Photographed by Marissa Carne