Navigoe Wealth Management

Certified financial planner Scott Leonard founded Navigoe Wealth Management in 1996 to serve as a fiduciary, fee-only wealth management firm for business owners and families. A graduate of UCLA with a degree in economics, Scott began his career in financial services working with a major brokerage and insurance firm before becoming the national education manager for one of the first index-based investment firms in the United States. Scott authored the book The Liberated CEO and contributes to major financial media including The Wall Street Journal, USA Today and Time.

What’s a misconception about your field?

A common misconception is that financial planning is all about picking investments, when it’s really about helping people achieve clarity, confidence and long-term success across every aspect of their financial lives. Financial planners provide integrated guidance for everything from retirement and estate planning to tax strategy and cash flow management. At Navigoe, the goal is to empower clients to make informed decisions and chart a steady course toward their biggest goals. Effective planning means having a trusted partner who brings expertise, perspective and a holistic approach to lifelong prosperity.

What does the name Navigoe mean?

“Navigo” is Latin for “navigate” or “to sail”—specifically, “to navigate a sailboat across oceans.” At Navigoe we believe that we serve as our clients’ financial navigators, helping them achieve their goals and doing so in a secure and enjoyable manner.

What is on your bucket list for 2026?

For 2026, Navigoe’s focus is on expanding the ways we help clients achieve true prosperity. Our top goals are to introduce in-house tax preparation services to complement our comprehensive financial and tax planning, and to launch Navigoe’s first ETF, designed to optimize after-tax investment performance. These initiatives will deepen our commitment to integrated, fiduciary wealth management. It’s an exciting next step in helping clients keep more of what they earn and invest more effectively for the future.

Photographed by Fabien & Laura Castro