Navidi Investments LLC

4150 SW 110th Ave
Beaverton, OR 97005

Navidi Investments LLC is a financial services firm based in Beaverton, Oregon, specializing in investment management and advisory services. The company assists clients in navigating the complexities of the financial markets to help them achieve their long-term financial goals.

With a focus on personalized strategies and prudent risk management, Navidi Investments LLC aims to provide tailored solutions that align with each client's unique financial objectives. The firm's experienced team strives to deliver transparent and objective guidance to empower clients in making informed investment decisions.

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Many successful individuals got where they are today by doing ordinary things extraordinarily well. It can be as simple as saving more than you spend and taking a few calculated risks with your investments, when appropriate. Let’s have an honest conversation about where you are today and where you hope to be in the future. Once I understand what’s important for your financial life, I can make recommendations to help you reach your goals. I’ve been helping families with their investment and planning needs since 2005. Since that time I have achieved several certifications and designations including the CERTIFIED FINANCIAL PLANNERTM (CFP®), the Chartered Life Underwriter® (CLU®) and additionally I earned the Chartered Financial Consultant® (ChFC®) designation. I hold securities licenses Series 7, 65, and a Life and Health Insurance license in the states of Oregon and Washington. I live in Portland with my wife and two children. In my free time, I enjoy swimming, art, golf and coaching youth sports. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Chartered Life Underwriter® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.
United StatesOregonBeavertonNavidi Investments LLC

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