"Working with the team at Navien & Amaya Consultants 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 & Amaya 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 to 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 

"I would not hesitate to recommend John Navien and his team for any financial planning project. He keeps me on track with informative fact-gathering and strategy meetings. John has taken the time to understand what is important to me and deploys a team of professionals to make every meeting worthwhile. Despite my professional and financial success, John and his team recognized my insecurities and weaknesses and helped me address them. When I hired John, I kept detailed records regarding my financial performance but had little to no strategy. I now have a complete understanding of my financial strengths and weaknesses, and a plan that I can execute on. It is uncomfortable sometimes to discuss past financial decision-making and a lack of understanding of how all the pieces fit together. I now know there are levers to pull to better allow me to obtain my goals, and I am already looking forward to the next year of even more sophisticated planning with John and his team."
- Raymond Miller | Co-Chair & Partner, DLA Piper
Ray Miller is a current client and was not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202806-11513073.

"Working with the Navien team has been an absolute pleasure. They have delivered a holistic assessment of our finances, insurance, and estate planning. The Navien Team has consistently exceeded our expectations in every way. Their commitment to excellence shows in everything they do. On top of that they are (without exception) the most lovely and genuine people to work with. We trust them and appreciate the support they have provided."

- Melissa Raciti-Knapp | Partner, Vinson & Elkins

Melissa Raciti-Knapp is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202808-11800165

"As a seasoned attorney with a global law firm, client service is always top of mind in our practice. I have worked with John Navien and his capable team at Navien & Amaya for over a year. I have found the team uniformly responsive. They have provided me with valuable insight into complicated deferred compensation retirement programs and related elections. I have seamlessly accessed in-house experts to weigh in on key estate planning and life insurance products. All in all, this has been an excellent working relationship that will continue."
- Michael Zuppone | Partner, Paul Hastings
Michael Zuppone is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202909-12062300 

"John and his team are both full-service and client focused. I’ve used them for a few years to help not only with my overall investment strategy, but also to help think through estate and tax planning. They are always responsive and never pushy with investments or products. I really feel like they are looking out for my best interests first."
- Darren Klein | Partner, Restructuring, Davis Polk
Darren Klein 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. CRN202807-11607142

Working with Angela, Cameron and Catherine on the Navien team has been a game changer for my financial and estate planning. I had been putting it off (especially the estate planning) and finally getting it all done and centralized with their guidance and their resources has been a giant weight off my shoulders. They are super organized and thorough, and always a pleasure to meet with." 

- Jennifer Stadler | Partner, Kirkland and Ellis

Jennifer Stadler is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202808-11807526 

"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 | Managing Director & Senior Partner, 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 & Amaya 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 N&A 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 & 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 & Amaya Consultants 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 N&A 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

“I’ve had a great experience working with Navien & Amaya. They really understand attorneys and the demands of the business, which makes their advice feel practical and tailored rather than generic. I also appreciate that they’re never pushy about products. Angela does an excellent job serving as a central point of contact and guiding me across the different areas of their practice, including tax, insurance, and investments. Most importantly, they stay engaged with regular check-ins and follow-through, which keeps me on track and makes the entire process feel very easy and well-coordinated. I would highly recommend their services and am looking forward to working with them for years to come.”
- Patrick Maloney | Shareholder, Polsinelli PC
Patrick Maloney is a current client and were not compensated for their testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202801-10404845

 “The team is helpful in countless ways. In the first year, we did a review of our overall financial picture, identified and quickly addressed a few gaps, and made sure that we were on track for our near and long-term financial goals. They have really gotten to know our family and what we value, so each conversation feels like a natural extension of the last and is tailored to what we need. And importantly, they keep track of the things that fall to the bottom of my to-do list and help us make sure that those items and opportunities don’t fall through the cracks.”
- Nick Houpt | Partner, Akin Gump
Nick Houpt is a current client and was not compensated for his testimonial. The testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202810-12444931

“Working with Navien & Amaya Consultants has been a genuinely enjoyable and seamless experience. From our very first meeting, the team made me feel comfortable, welcomed, and never intimidated by what can sometimes feel like complex financial decisions. They took the time to understand my family's goals and have provided thoughtful guidance on both growing and protecting our wealth, always presenting options without pressure, and allowing us to make decisions with confidence. What I appreciate most is their open-door approach. No matter how small or basic a question may be, they're always happy to take the time to explain things clearly and make sure I understand. It's rare to find a team that is both highly knowledgeable and so easy to work with. I would and have highly recommended their services.”

- Mira Valento | Director, Dell Technologie
Mira Valento is a current client and was not compensated for his testimonial. The testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202810-12444931