
I’m Naya, and my mission is to help you build a secure and relaxed life. With over 15 years of experience in the financial industry, I’ve had the privilege of assisting more than 300 families in achieving worry-free retirements and creating steady, reliable income streams so they can focus on living their best lives.
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Throughout my career, I’ve worked closely with families facing a wide range of situations and challenges. I’ve collaborated with asset protection attorneys, living trust lawyers, and tax professionals, gaining valuable insights into what clients truly need to protect their loved ones and legacy. I’ve also been honored to serve as a guest speaker at major asset protection law firm seminars, sharing my expertise on estate planning and securing family wealth.
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My approach is rooted in listening carefully to your unique goals and circumstances. I believe in offering personalized solutions tailored to your needs—not one-size-fits-all products. My focus is to support your future with honesty, care, and a personal touch—from our very first meeting. I am dedicated to helping you build a stable and secure future you can trust.
Contact
Let's start your wealth journey today — focused on protection and building a secure future.
650-922-7032




