Steven Navarra
Financial Advisor at Merrill | CERTIFIED FINANCIAL PLANNER® Professional
- Role
- Financial Advisor at Merrill Lynch
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Steven Navarra
Steven helps families, executives, and business owners achieve financial confidence through goals-based wealth management and tailored investment strategies. His extensive knowledge includes retirement planning, concentrated stock strategies, and alternative investments-designed to reflect each client\'s unique goals, values, and circumstances. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ professional, Steven partners closely with clients to simplify the complexities of wealth. He frequently collaborates with their CPAs and attorneys to build coordinated strategies that help them move forward with clarity and confidence. Steven began his career with Merrill in 2019 as an associate with The Zanolli Staubli Group, supporting clients and advisors in all aspects of financial planning and investment management. After more than five years of earning the trust of clients and developing deep knowledge, he advanced to his current role as an advisor, where he now leads client relationships and drives strategic planning efforts as part of the team\'s collaborative approach. He earned his Bachelor\'s degree in Economics and Accounting from the University of California, Santa Barbara, and studied business in Italy at Bocconi University. Steven lives in San Francisco with his fiancée, Caroline, where they enjoy traveling, spending time at the beach, and being with family.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.
Experience
Financial Advisor
Aug 2024 — Present
Education
UC Santa Barbara
Bachelor's Degree
2016 — 2018
Università Bocconi
Business Study Abroad Program
Skills
- Microsoft Excel
- Powerpoint
- Catering
- Microsoft Office
- Hospitality
- Social Networking
- Time Management
- Restaurants
- Food & Beverage
- Customer Service
- Customer Satisfaction
- Public Speaking
- Financial Accounting
- Leadership
- Microsoft Word
- Teamwork
- Microsoft Powerpoint
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