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 specialist in the design and management of ERISA company retirement plans and business planning strategies.
Jason has taken courses in financial planning 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. For three years in a row, Jason has received the "Top Financial Advisers, FT 401 Rankings" by the Financial Times.
2020 Financial Times 401 Retirement Advisers, created by Ignites Research. Presented in October 2020 for the preceding 12 months. 855 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
