John C. Navien is an established financial professional with more than 11 years of financial advisory experience. He has an unwavering commitment to his clients and to their sustainable success. At Baystate, John will continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.
As a client-centric advisor, Navien strives to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give his clients and their families a lasting voice. John began his career with Wachovia Securities & The Destefano Group. He spent the past 9 years of his professional life affiliated with Northwestern Mutual. John has spent his entire professional career in the financial services business and, as a result, has a true understanding of where the industry has been and what the future holds as the industry continues to evolve. He regularly pursues continuing education and new solution training to stay on the cutting edge of the industry. He holds the designations of Chartered Financial Consultant, Chartered Advisor in Senior Living, and a Chartered Life Underwriter.
John holds a Bachelor of Science degree from the University of New Hampshire, Whittemore School of Business.
John is an active member of USA Boxing, and a competitive Golden Gloves boxer currently training with George Foreman III in Boston’s Seaport. While away from work, he enjoys spending time on the North Shore with his family.
- Insurance Strategies
- Business Owners
- Investment Strategies
- Retirement Income Planning
- Estate Planning
- Business Succession Planning
- Charitable Giving
- College Funding Strategies
Check the background of this investment professional on FINRA's BrokerCheckSee John’s Licenses and Disclosures