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About Us

Pillars of Our Practice

Our service philosophy is rooted in a commitment to providing personalized guidance for clients from all walks of life, focusing on those with complex financial transitions.

Integrity


We put the client relationship at the forefront of every interaction.

Listening


We prioritize understanding your aspirations before suggesting any strategy.

Experience


Our team brings decades of combined knowledge to high-net-worth planning.

Perspective


We provide a holistic view that goes beyond simple market transactions.

Why We Do What We Do&#160;<br/>

Why We Do What We Do 

We believe that financial knowledge empowers individuals to make decisions that may impact their families for years to come. Our firm was founded on the principle that high-net-worth executives and retirees deserve a team that treats their goals with the same importance as their own.

Building a meaningful relationship with our clients allows us to provide better support during market volatility or life changes. We are honored to serve as a trusted ally for those who have entrusted us with their assets and their confidence.

Our Commitment to Client Service

Our service philosophy is rooted in trust, integrity, and personalized guidance. We understand that each client has unique goals, dreams, and challenges, and we are committed to providing tailored strategies that align with their specific needs. We believe in listening attentively, asking the right questions, and truly understanding our clients’ aspirations.

" The Serve First philosophy means that we must approach our clients with all the human understanding possible and with only one desire: the desire to do the best job we can for that client. "

— David Nader, Financial Advisor

Our Team of Dedicated Professionals 

We are proud of our team and the many clients they have helped navigate the complexities of wealth management and retirement planning.

David Nader, CFP®

David Nader, CFP®

Financial Advisor

With 38 years industry experience, with 26 years as a Certified Financial Planner™ (CFP®), I have seen every type of market cycle, but my focus has remained constant: providing high-net-worth families and executives with the technical...

Carole Nader, MBA

Carole Nader, MBA

Paraplanner

The Foundation of ExcellenceWith a distinguished career spanning more than 40 years, Carole Nader brings an unparalleled depth of financial insight to Nader Wealth Navigation. Following a 32-year tenure at Prudential Financial, Carole...
Heidi Cintron

Heidi Cintron

Heidi Cintron has been working with our firm since 2014, building a strong foundation across a wide range of roles and responsibilities within the firm. Over the years, she has gained extensive experience supporting advisors, clients,...
Maria Carvajal

Maria Carvajal

Maria previously worked in the hospitality business for 19 years before deciding to join Nader Wealth Navigation. She has been able to apply her extensive knowledge of customer service to the world of finance as an Administrative...

Get Started Today

Whether you are beginning your retirement journey or managing a complex executive compensation plan, we are here to start the conversation.

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