Jason Navarro, ChFC®, CRPS®, AIF®, RFC
Jason Navarro lives in Danvers, Massachusetts with his wife, Mandy, and his two children. He loves spending time helping his children excel in school and sports. His passion for sports stems from when he attended Bentley University and played on the varsity lacrosse team. When not at work, Jason enjoys boating in the summer and skiing in the winter. You may also catch him hiking the trails or fly fishing the rivers in the white mountains of New Hampshire with his Whippet dog, Sammy.
Jason received his bachelor’s degree from Bentley University where he enjoyed his studies in finance and economics. In 1998, Jason followed his father into the family practice. Jason's passion for helping clients address their financial goals has led him to become a partner in the firm. Today, Jason is the firm's leading expert in the design and management of ERISA company retirement plans and business planning strategies. For three years in a row, Jason has received the "Top Financial Advisers, FT 401 Rankings" by the Financial Times*.
Jason has taken courses in financial planning for the CERTIFIED FINANCIAL PLANNER™ certification at Merrimack College. Providing expertise in company retirement plans, Jason attended the College for Financial Planning and attained the Chartered Retirement Plans Specialist℠ certification. In addition, Jason attended the American College and completed the advanced financial planning certification Chartered Financial Consultant®. He also has attained the AIF® (Accredited Investment Fiduciary) certification, providing expertise in fiduciary money management. Jason also became a member of the International Association of Registered Financial Consultants and earned his RFC certification as well as acquired the industry registrations, certifications, and appointments through Commonwealth Financial Network®, Member FINRA/SIPC a Registered Investment Adviser.
*FT 400: To compile the 2018 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 880 qualified applications were received; 400 advisors were selected, representing 45.4 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com