Working with the team at Navien Financial has been the financial glow-up I didn’t know I needed. From day one, they didn’t
just nod politely – they actually listened (like, really listened), and somehow managed to turn my financial ramblings into a
smart, cohesive plan. Whether it’s estate planning, investment management or creative insurance solutions that I didn’t know
existed, they brought everything together under one roof. John and the team at Navien Financial are like a financial Swiss
Army knife, but with more personality.It’s rare to find a team that’s this sharp, this responsive, and this enjoyable to work with.
They made the planning and transition process so easy, and I finally feel like my financial life is in order, and I didn’t even have
or pretend to understand everything they were talking about in the first meeting."
Andrew Viens | Partner, Bain Capital

Andrew Viens is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202708-9217743

“Overall, I’ve felt my engagement with John’s team has been valuable. We’ve gone through a series of topic specific reviews
covering overall budgeting and net-worth forecasting, insurance needs, legacy planning, investments, tax and probably some
other things I am forgetting. The process pushed me to address items I had put off for far too long, and we’ve made several
changes specifically to our legacy planning as a result. I’ve found John’s team to be very responsive and willing to take some
work off my plate by working with other advisors. They worked with my Executive Assistant cleanly to fit into my calendar as
well.”
Stephen Edison | BCG
Stephen Edison is a current client and was not compensated for this testimonial. His testimonial may not berepresentative of the experience of other clients and is not indicative of future performance or success. CRN202802-10527605

“Working with the Navien Team has given us tremendous comfort in our financial planning. They are organized, efficient, and
have truly eliminated our worries. They listen carefully and are sensitive to our financial goals, always guiding us with our
best interests at heart. Our trust in them is immeasurable. The Navien Team is made up of honest, solid, good people, and our
relationship with them has been a long one...18 years! From day one, they have treated us with the same care and respect.
They understand our goals, know our children and grandchildren, and recognize what is important to us.”
Ian and Sally Jarrett | Business Owner, HKD Snowmakers

Ian and Sally Jarrett are current clients and were not compensated for their testimonial. Their testimonial may not berepresentative of the experience of other clients and is not indicative of future performance or success. CRN202801-10404845

“My wife and I became clients of Navien about a year ago, and this was our first experience working with a team of financial
advisors. The journey has been fantastic from the start. We’ve received personalized attention and thoughtful guidance
tailored to our specific needs. The team at Navien makes us feel welcome and shows a genuine interest in our financial
success. They bring expertise across a variety of disciplines and have access to a strong network of professionals who have
helped us organize our portfolio around our objectives. Everyone has been friendly, supportive, and professional, and we look
forward to being clients for many years to come.”
Luke Foley | Regional Vice President, Chainguard
Luke Foley is a current client and was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202801-10404845