Wealth Navigation Advisors
Identity
- Name
- Wealth Navigation Advisors
- Formatted address
- 6265 Greenwich Dr Suite 251, San Diego, CA 92122, USA
- Phone
- (858) 485-8839
- Website
- http://wealthnavigationadvisors.com/
- Primary category
- Consultant
- Hours
- Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=13324441691300995479&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| compensation_model | fee_based | 2 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: Financial Advisor
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team self-published
-
categorized_as: financial planning firm
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
-
categorized_as: Financial Service
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about self-published
-
categorized_as: FinancialService
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team self-published
-
categorized_as: FinancialService
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about self-published
-
categorized_as: FinancialService
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
-
categorized_as: FinancialService
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
-
client_specializations: business owners
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
-
client_specializations: business owners
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
client_specializations: families
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
client_specializations: individuals, families, and business owners
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/meet-our-team self-published
-
client_specializations: individuals, families, and business owners
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
-
client_specializations: individuals, families, and business owners
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
-
client_specializations: individuals
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
client_specializations: new hires
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
-
client_specializations: young professionals
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
known_for: Financial Tides podcast
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
professional_certifications: CFP, ChFC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
-
professional_certifications: CFP, ChFC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
professional_certifications: CFP, ChFC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
professional_certifications: CFP, ChFC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
-
professional_certifications: CFP, ChFC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you self-published
-
professional_certifications: CFP
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
-
professional_certifications: CFP
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
-
professional_certifications: ChFC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
regulatory_registration: Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/contact self-published
-
services_offered: 401(k) plans
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
-
services_offered: comprehensive guidance
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
services_offered: financial planning and wealth management
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
-
services_offered: financial planning and wealth management
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
-
services_offered: insurance
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
-
services_offered: manage more than money
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
services_offered: manage more than your money
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
services_offered: retirement planning
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
-
services_offered: tax planning, retirement planning
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
-
services_offered: tax planning
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
-
years_in_practice: 30 years of experience
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
-
years_in_practice: 30 years
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
-
years_in_practice: over 30 years
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
-
years_in_practice: over 30 years
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
-
years_in_practice: over 30 years
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
years_in_practice: over 30 years
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
Performance Claims
-
has_quality: adaptable strategies
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: flexible approach for every life stage
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: flexible strategies
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: holistic advisors
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: holistic approach
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: holistic process
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: joyful approach
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: joyful connections
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: long-term guidance
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: long-term guidance
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: personalized strategies
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: process-oriented approach
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: tailored plans
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: tailored services
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
-
has_quality: trust
Self-described; not endorsed.
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
Themed Claims
-
professional certifications: cfp
Citation count: 2
- bbb.org https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 aggregated
- mapquest.com https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| categorized_as | FinancialService | https://www.wealthnavigationadvisors.com/about | json_ld_parsed |
|
|
| categorized_as | Financial Service | https://www.wealthnavigationadvisors.com/about | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.wealthnavigationadvisors.com/about | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.wealthnavigationadvisors.com/about | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wealthnavigationadvisors.com/about | json_ld_parsed |
|
|
| professional_certifications | CFP, ChFC | https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you | kept |
|
|
| categorized_as | FinancialService | https://www.wealthnavigationadvisors.com/team/taylor-parrillo | json_ld_parsed |
|
|
| professional_certifications | CFP | https://www.wealthnavigationadvisors.com/team/taylor-parrillo | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wealthnavigationadvisors.com/team/taylor-parrillo | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.wealthnavigationadvisors.com/team/taylor-parrillo | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wealthnavigationadvisors.com/team/taylor-parrillo | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://www.wealthnavigationadvisors.com/team | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.wealthnavigationadvisors.com/team | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.wealthnavigationadvisors.com/team | json_ld_parsed |
|
|
| categorized_as | Financial Advisor | https://www.wealthnavigationadvisors.com/team | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wealthnavigationadvisors.com/team | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.wealthnavigationadvisors.com/team/amanda-endersby | kept |
|
|
| has_quality | long-term guidance | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | holistic advisors | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | process-oriented approach | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | joyful approach | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| professional_certifications | CFP, ChFC | https://www.wealthnavigationadvisors.com/about-us | fixed |
|
|
| client_specializations | individuals | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| years_in_practice | over 30 years | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | flexible approach for every life stage | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| services_offered | comprehensive guidance | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| services_offered | manage more than money | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | tailored services | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| known_for | Financial Tides podcast | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| professional_certifications | ChFC | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | trust | https://www.wealthnavigationadvisors.com/about-us | fixed |
|
|
| has_quality | tailored plans | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| professional_certifications | CFP, ChFC | https://www.wealthnavigationadvisors.com/about-us | fixed |
|
|
| has_quality | holistic approach | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | joyful connections | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | flexible strategies | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | personalized strategies | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| client_specializations | young professionals | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| client_specializations | families | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | long-term guidance | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| client_specializations | business owners | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | holistic process | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| services_offered | manage more than your money | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| years_in_practice | over 30 years | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| has_quality | adaptable strategies | https://www.wealthnavigationadvisors.com/about-us | kept |
|
|
| client_specializations | individuals, families, and business owners | https://www.wealthnavigationadvisors.com/meet-our-team | kept |
|
|
| services_offered | tax planning | https://www.wealthnavigationadvisors.com/personal-services | kept |
|
|
| client_specializations | business owners | https://www.wealthnavigationadvisors.com/personal-services | kept |
|
|
| services_offered | retirement planning | https://www.wealthnavigationadvisors.com/personal-services | kept |
|
|
| services_offered | insurance | https://www.wealthnavigationadvisors.com/personal-services | kept |
|
|
| client_specializations | new hires | https://www.wealthnavigationadvisors.com/personal-services | kept |
|
|
| services_offered | 401(k) plans | https://www.wealthnavigationadvisors.com/personal-services | kept |
|
|
| years_in_practice | over 30 years | https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc | kept |
|
|
| professional_certifications | CFP, ChFC | https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc | kept |
|
|
| featured_on | 4995e4ba-dca3-4405-83ce-f769457123da | https://m.yelp.com/c/bountiful-ut-us/financialadvising | kept |
|
|
| categorized_as | Financial Advising | https://m.yelp.com/c/bountiful-ut-us/financialadvising | kept |
|
|
| located_in | 2e46478f-a8d4-4d89-8715-b02f0c5bc93b | https://m.yelp.com/c/bountiful-ut-us/financialadvising | kept |
|
|
| services_offered | comprehensive wealth management, investment advisory | https://www.yelp.com/biz/wealth-navigation-advisors-centerville | kept |
|
|
| compensation_model | fee-based | https://www.yelp.com/biz/wealth-navigation-advisors-centerville | kept |
|
|
| categorized_as | Investing | https://www.yelp.com/biz/wealth-navigation-advisors-centerville | kept |
|
|
| located_in | 27ca0259-e54a-4ca8-841f-b7ec8538372b | https://www.yelp.com/biz/wealth-navigation-advisors-centerville | kept |
|
|
| client_specializations | active accumulators and retirees | https://seamless.ai/b/wealth-navigation-advisors-215204166 | kept |
|
|
| services_offered | financial planning | https://seamless.ai/b/wealth-navigation-advisors-215204166 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://seamless.ai/b/wealth-navigation-advisors-215204166 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://seamless.ai/b/wealth-navigation-advisors-215204166 | json_ld_parsed |
|
|
| categorized_as | Financial Planning Firm | https://seamless.ai/b/wealth-navigation-advisors-215204166 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.facebook.com/WealthNavigationAdvisors/mentions/ | kept |
|
|
| categorized_as | Financial Planning & Asset Protection | https://local.yahoo.com/info-225698596-wealth-navigation-advisors-san-diego/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://local.yahoo.com/info-225698596-wealth-navigation-advisors-san-diego/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-225698596-wealth-navigation-advisors-san-diego/ | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://local.yahoo.com/info-225698596-wealth-navigation-advisors-san-diego/ | json_ld_parsed |
|
|
| services_offered | Financial Planning & Asset Protection | https://local.yahoo.com/info-225698596-wealth-navigation-advisors-san-diego/ | kept |
|
|
| categorized_as | Financial Planner | https://www.facebook.com/WealthNavigationAdvisors/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/wealth-navigation-advisors-271229384 | json_ld_parsed |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/wealth-navigation-advisors-271229384 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/wealth-navigation-advisors-271229384 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/wealth-navigation-advisors-271229384 | json_ld_parsed |
|
|
| services_offered | comprehensive wealth management support, financial planning, retirement planning, legacy planning, college planning, insurance strategies, tax strategies, gifting | https://www.mapquest.com/us/california/wealth-navigation-advisors-271229384 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 | json_ld_parsed |
|
|
| professional_certifications | CFP | https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 | kept |
|
|
| regulatory_registration | Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC | https://www.wealthnavigationadvisors.com/contact | kept |
|
|
| client_specializations | individuals, families, and business owners | https://www.wealthnavigationadvisors.com/who-we-serve | kept |
|
|
| years_in_practice | 30 years | https://www.wealthnavigationadvisors.com/who-we-serve | kept |
|
|
| services_offered | financial planning and wealth management | https://www.wealthnavigationadvisors.com/who-we-serve | kept |
|
|
| years_in_practice | 34 years | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | json_ld_parsed |
|
|
| investment_methodology | goal based strategy | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | kept |
|
|
| established_in | b17d6456-514a-40a9-85c6-8ff1199d94db | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | json_ld_parsed |
|
|
| professional_certifications | CFP | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | kept |
|
|
| categorized_as | Financial Consultants | https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 | kept |
|
|
| categorized_as | Financial Services | https://www.crunchbase.com/organization/wealth-navigation-advisors | kept |
|
|
| services_offered | wealth management, asset management, insurance, and other custom planning strategies | https://www.crunchbase.com/organization/wealth-navigation-advisors | kept |
|
|
| regulatory_registration | registered investment advisory firm | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| investment_methodology | disciplined and research-driven investment approach | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| compensation_model | fee-based | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| services_offered | retirement planning, tax planning, investment management, and estate planning | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| located_in | 27ca0259-e54a-4ca8-841f-b7ec8538372b | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| categorized_as | wealth management firm | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| client_specializations | individuals seeking financial planning and management services, high net worth individuals looking for top-tier investment advice and exclusive wealth management solutions, pension or profit sharing plans that require expert guidance on managing retirement funds, and insurance companies that require assistance in managing their investments | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| established_in | edaadae0-1751-422b-ba8a-9dea4fc9f0cd | https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| compensation_model | fee-based | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| established_in | edaadae0-1751-422b-ba8a-9dea4fc9f0cd | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| located_in | 27ca0259-e54a-4ca8-841f-b7ec8538372b | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| regulatory_registration | registered investment advisory firm | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| client_specializations | individuals, high net worth individuals, pension or profit sharing plans, insurance companies | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| services_offered | financial planning, portfolio management | https://www.financestrategists.com/wealth-management/poway-ca/wealth-navigation-advisors-140612/ | kept |
|
|
| located_in | 27ca0259-e54a-4ca8-841f-b7ec8538372b | https://www.linkedin.com/company/wealth-navigation-llc | kept |
|
|
| services_offered | financial planning, investment management | https://www.linkedin.com/company/wealth-navigation-llc | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.linkedin.com/company/wealth-navigation-llc | json_ld_parsed |
|
|
| located_in | edf69bde-9366-46e5-a663-51415cf7796e | https://www.linkedin.com/company/wealth-navigation-llc | json_ld_parsed |
|
|
| client_specializations | families, businesses, planners, and advisors | https://www.linkedin.com/company/wealth-navigation-llc | kept |
|
|
| located_in | edf69bde-9366-46e5-a663-51415cf7796e | https://www.signalhire.com/companies/wealth-navigation-advisors | json_ld_parsed |
|
|
| services_offered | Retirement Cash Flow Planning, Investment Management, Estate Planning, Wealth Transfer, Insurance, Social Security Income Benefits, Pension Analysis, Risk Management, Business Transitions | https://www.signalhire.com/companies/wealth-navigation-advisors | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.signalhire.com/companies/wealth-navigation-advisors | json_ld_parsed |
|
|
| located_in | 27ca0259-e54a-4ca8-841f-b7ec8538372b | https://www.signalhire.com/companies/wealth-navigation-advisors | kept |
|
|
| professional_certifications | CFP, ChFC | https://www.wealthnavigationadvisors.com/ | kept |
|
|
| years_in_practice | over 30 years | https://www.wealthnavigationadvisors.com/ | kept |
|
|
| categorized_as | FinancialService | https://www.wealthnavigationadvisors.com/ | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.wealthnavigationadvisors.com/ | json_ld_parsed |
|
|
| services_offered | tax planning, retirement planning | https://www.wealthnavigationadvisors.com/ | kept |
|
|
| categorized_as | financial planning firm | https://www.wealthnavigationadvisors.com/ | kept |
|
|
| has_accolade | 83c5fda8-dba4-4c19-922c-f1497ca4d737 | https://www.wealthnavigationadvisors.com/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.wealthnavigationadvisors.com/ | json_ld_parsed |
|
|
| professional_certifications | CFP | https://www.wealthnavigationadvisors.com/our-approach | kept |
|
|
| services_offered | financial planning and wealth management | https://www.wealthnavigationadvisors.com/our-approach | kept |
|
|
| years_in_practice | 30 years of experience | https://www.wealthnavigationadvisors.com/our-approach | kept |
|
|
| client_specializations | individuals, families, and business owners | https://www.wealthnavigationadvisors.com/our-approach | kept |
|
Credentials
-
cfp_certification: CFP, ChFC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
Self-asserted.
-
cfp_certification: CFP, ChFC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
Self-asserted.
-
cfp_certification: CFP, ChFC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
Self-asserted.
-
cfp_certification: CFP, ChFC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you self-published
Self-asserted.
-
cfp_certification: CFP, ChFC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
Self-asserted.
-
cfp_certification: CFP
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
Self-asserted.
-
cfp_certification: ChFC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
Self-asserted.
-
investment_adviser_registration: Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC
claimed_unverified
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/contact self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 5
- bbb.org https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 aggregated
- financestrategists.com https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ independent
- mapquest.com https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 independent
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/contact self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/meet-our-team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
- yelp.com https://www.yelp.com/biz/wealth-navigation-advisors-centerville aggregated
- Data refreshed
- bbb.org https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 aggregated
- financestrategists.com https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ independent
- mapquest.com https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 independent
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/contact self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/meet-our-team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
- yelp.com https://www.yelp.com/biz/wealth-navigation-advisors-centerville aggregated
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- bbb.org https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 aggregated
- financestrategists.com https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ independent
- mapquest.com https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 independent
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/contact self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/meet-our-team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
- yelp.com https://www.yelp.com/biz/wealth-navigation-advisors-centerville aggregated
- Synthesis run at
- bbb.org https://www.bbb.org/us/ca/san-diego/profile/financial-consultants/wealth-navigation-advisors-1126-172020324 aggregated
- financestrategists.com https://www.financestrategists.com/wealth-management/centerville-ut/wealth-navigation-advisors-140612/ independent
- mapquest.com https://www.mapquest.com/us/california/wealth-navigation-advisors-788373939 independent
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/ self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/about-us self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/blog/im-always-glad-to-hear-from-you self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/contact self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/meet-our-team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/our-approach self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/personal-services self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/john-j-parrillo-cfp-chfc self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/team/taylor-parrillo self-published
- wealthnavigationadvisors.com https://www.wealthnavigationadvisors.com/who-we-serve self-published
- yelp.com https://www.yelp.com/biz/wealth-navigation-advisors-centerville aggregated