Steve Navarro originated from Danvers, Massachusetts, and now lives in Salem with his beautiful wife, Cindi. Danvers holds a special place in Steve’s heart because it is where Steve and Cindi raised their three children, so deciding where to open his own practice and continuing his career was not a difficult decision to make. They now enjoy spending time with their three children and five grandchildren.
Steve likes taking advantage of the nature that New England has to offer; he can often be found fly fishing all throughout New England, kayaking down the Ipswich River, or going for a walk with his dog Theo (pictured) down nature trails. When the weather gets cold, Steve and his family enjoy heading up to the mountains for a family ski weekend getaway.
Steve graduated with honors from the University of Massachusetts at Amherst in 1978. He is an experienced financial manager and has been in the financial services industry for 27 years, assisting a wide variety of clientele. Steve is an Accredited Investment Fiduciary® and is trained in managing wealth for individual clients. His objective is to put his clients first and to help them reach their individual goals.
Steve has acquired the following industry registrations, designations, and appointments:
- Accredited Investment Fiduciary® (AIF®)
- Investment Adviser Representative* (FINRA Series 65)
- General Securities Registered Representative* (FINRA Series 7)
- Registered Securities Principal* (FINRA Series 24)
- NASAA Uniform Securities Agent* (FINRA Series 63)
- Life, Health, and Variable Insurance Licenses in the Commonwealth of Massachusetts and New Hampshire
*Through Commonwealth Financial Network®, Member FINRA/SIPC a Registered Investment Adviser