Naveen is a seasoned wealth management professional who enjoys using his knowledge, skill and experience to provide comprehensive financial planning for individuals and families. Since he began his career, he has served clients through a strong rapport built on openness and trust, and has guided them through a variety of life and financial events. Naveen is an attentive listener and skilled communicator who enjoys advocating for his clients in areas of personal finance, employment, retirement, family legacy and charitable giving. He has a passion for simplifying a complicated concept, and sharing his exceptional insight and expertise in order to demystify the planning process. As a result, he has become a leader among clients, peers and the community. A graduate of the University of Minnesota, College of Liberal Arts, Naveen holds a degree in economics. He has also attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning. Naveen was born in Yorkshire, England, and today enjoys life in Minneapolis with his wife, Shelly, and the couple’s two children, family dog and two cats. In his free time, Naveen continues to pursue his love for classical and jazz guitar, traveling, mountain biking, tennis, yoga and meditation. And you will frequently spot him walking his dog around beautiful Linden Hills. In addition to his professional and family life, Naveen has made service to the community a priority and participates in organizations close to his heart. He has been the pack committee chair for local Boy Scout Pack 46, served on the board of directors for the Minnesota Boychoir and was the treasurer and on the board of directors for The Meditation Center, as well as being an active father in his children's many activities.