About My Practice
While many firms start with leading questions, we start with conversation. Some advisors start with your valuables, we start with what you value.
At Navigation Group we start with “why?”. Our experience has taught us that this simple question often leads us to the most amazing and important conversations; those that provide clarity and help to convey your experiences and what you hope to achieve.
Even in the most challenging of times, our clients find confidence in knowing they have an advocate at their side with decades of experience who will provide transparent financial reasoning. It’s why we treat your wealth as we would our own, and why the only board of directors we answer to is the one that sits around your dinner table every night.
We meet you where you are financially and provide the discovery, planning, guidance and partnership necessary to help you chart your course toward financial independence.
Our aim is to provide unbiased advice so that you can focus on what matters most in your life. We take great honor in the responsibility of being your financial partner so that you may more fully enjoy your journey.
Since 1986, Carlo has provided the financial advice, education, and services that have qualified him be included on such industry recognized top advisors lists as Barron’s, Worth and Medical Economics. A nationally acclaimed advisor, Carlo appreciates the recognition that he receives, but finds his greatest achievement has been his clients` trust and friendship.
Carlo`s principles and work ethic were instilled in him by his parents and extended family when he was a young boy in his family`s Italian restaurant, where he learned the values of hard work, personal ethics, service, and building personal relationships. Carlo is described as a thoughtful, deliberate, and hands-on professional. Treating clients like family means more than enjoying their company and caring about their interests; it also means assuring that they receive professional advice, a sincere advocate and service that is good enough for family.
Carlo has many interests which revolve around spending time with family and friends and include entertaining, travel, wine, and skiing, as well as preparing the family recipes he learned during his childhood. Carlo and his wife Julie have been married since 1995 and have three children, Madeline, Nicholas and Isabella. Carlo was certified as a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®) in 1993 by the College for Financial Planning in Denver, and is a member of the Financial Planning Association. He earned a BA in Communications with a minor in Business in 1982 from California State University, Chico. Carlo is active with several charities and his children’s sports and school.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.