Jared Navarro

Client Service Advisor

This Is Why I Do It:

To utilize my knowledge and experience so that I can inspire and motivate others to be educated in financial literacy.

I have over 20 years of experience in the financial services and investment industry. Prior to joining CorePath, I held positions with other RIA firms in the Phoenix/Scottsdale area as well as previous tenue at Charles Schwab and AssetMark. I have an extensive background in the operational area of investment and wealth organizations.

I am a dedicated professional who has exceptional client focus. My extensive experience in the financial service industry has given me the comprehensive knowledge required to complete the task at hand. I pride myself on my relationship management skills and integrity towards clients. I am self-motivated, have excellent communication skills, and a strong desire to assist and service clients.

Likes & Interests

My interests include cooking, traveling and enjoying all of the Phoenix Metro area food scene.
I support Arizona State University athletics but do not forget my home roots of Kansas and the Jayhawks.
My favorite outdoor activity includes golfing.

Testimonials

CorePath Wealth has been our Family's trusted advisor for a number of years now. They have assisted us with our business and personal finances, 401k plans and investment accounts. Their services are comprehensive, thorough and professional. I highly recommend CorePath Wealth and the entire team at the Scottsdale location.

CorePath's team is willing to help in whatever way they can. Their team is awesome as well they will get you as soon as possible time through zoom, phone call you name it. They are one of the best team of finance advisors in Denver! So professional 5/5 stars!!

Blessed to have Found CorePath Wealth in Scottsdale. The best of the best when it comes to financial advice and planning for retirement.

We had been with our previous insurance agent for 30 years! But due to retirement we needed to find a new agent that we could count on to quickly respond to our insurance needs. We not only ended up with an agency with excellent customer service but also great people who are friendly! Thank you all for taking such good care of us!

We have had the pleasure of having Helen Vouniozos and CorePath Risk Solutions provide us with comprehensive and personalized insurance policies on various matters since we moved to Arizona almost 8 years ago. Helen and her colleagues have always surveyed the insurance industry to get us the best coverage at the best prices. Thank you Helen!!

CorePath and Helen Vouniozos specifically, have been our insurance broker for a couple of years. We chose Helen because of her knowledge and experience with specific client types, along with her magnetic personality. From the first conversation, we knew that Helen had our best interest at heart. On September 11th, 2021, we experienced a devastating accident involving a golf cart at our home. I contacted Helen from the hospital, on a weekend, and Helen took the time to show empathy and explain the next steps for handling the situation. I don’t know that we would have made it through that incident without her. I would recommend CorePath, Helen Vouniozos, for your insurance needs if you want the best in the business, and someone who is committed to protecting you and your assets completely.

These testimonials were provided by current clients of CorePath Wealth Partners. No compensation was provided for these testimonials. These experiences may not be indicative of all client experiences.

Jared Navarro

Jared Navarro

Client Service Advisor

This Is Why I Do It:

Likes & Interests

Testimonials

Divisions

Jared Navarro

Serving Clients Across the United States with Office Locations in the Following Cities.

Scottsdale Office

Denver Office - By Appointment Only

Salem, Oregon Office - By Appointment Only

© 2024 CorePath Wealth Partners. All Rights Reserved

Jared Navarro

Jared Navarro

Client Service Advisor

This Is Why I Do It:

Likes & Interests

Testimonials

Divisions

Jared Navarro

Serving Clients Across the United States with Office Locations in the Following Cities.

Scottsdale Office

Denver Office - By Appointment Only

Salem, Oregon Office - By Appointment Only

© 2024 CorePath Wealth Partners. All Rights Reserved

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