Girish Navare, CFA
Helping you achieve a work-optional lifestyle.
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Eagle Harbor Advisors
Girish Navare, CFA
Boca Raton, FL
Serving Clients Nationwide
Helping you achieve a work-optional lifestyle.
Areas of Focus
- Alternative Investments
- Exit Planning
- Insurance
- Investment Management
- Retirement Planning
- Tax-Smart Accumulation Planning
About Me
Hi, I'm Girish "G" Navare, Managing Partner and Director of Investments & Portfolio Management with Eagle Harbor Advisors.✔️ How I Can Help You:
As a CFA® charterholder, I bring deep expertise in investment analysis, portfolio management, and risk management. I hone in on asset allocation and diversification strategies, which are essential for optimizing portfolio performance and mitigating risks. I develop personal relationships to help drive value in all dimensions of client’s lives, anticipating their needs and helping them create strategies designed to achieve their financial goals and beyond.
✔️ What Makes Me Knowledgeable:
I have had comprehensive education in finance, rigorous testing, practical experience, and adherence to the highest of ethical standards,. The CFA® credential, which carries global recognition, is considered the gold standard in the investment community. Fewer than one in five candidates attain the designation. And less than 2% of Financial Advisors hold the designation.
✔️ Getting to Know Me:
My professional practice brings 26 years of experience with notable institutions navigating a few bull and bear markets, seasoning me to pilot clients through the noise. I am a graduate of Lehigh University, and a member of the New York and South Florida CFA Societies. Outside of work, I am involved with dog rescue outfits, mentoring programs, and an avid fan of classic rock, the New York Yankees, and the Giants.
Professional Designations
- Certified ETF Advisor (CETF)
- Chartered Financial Analyst (CFA)
Primary Location
2650 N. Military Trail Suite 420 Boca Raton, FL 33431
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 30-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Eagle Harbor Advisors was created with one goal in mind... To provide personalized, unparalleled Financial Planning and Wealth Management for our family of clients. Based on the guiding principles of expertise, accountability and caring, we are driven by a desire to make a difference in the outcomes of the lives of those who have entrusted us with one of the most important aspects of their lives.With decades of experience in wealth management and investment expertise, we continue to seek ways to enhance the service and value we bring to our clients. A personal relationship is key and our clients are first priority.
We collaborate with you to identify your wealth management challenges and aspirations to create unique, tailored business solutions. Implementation is only the beginning of the journey as we pave the way to achieve each of your financial goals.
Our advisors are fiduciaries, putting their client's interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the client's best interest.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Eagle Harbor Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Eagle Harbor Advisors and Kestra IS are not affiliated. finra.org/sipc.org
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra PWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state or through every advisor listed. Neither Kestra IS nor Kestra PWS provides legal or tax advice. For additional information, please contact our Compliance Department at 844-553-7872.
Education
Lehigh University, Bachelor's Degree, Business & Economics / Finance
Hobbies and Interests
- Animals
- Baseball
- Family
- Football
- Movies
- Music
- Photography
- Woodworking
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Individuals
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