Eduardo Navaza

Eduardo Navaza, CRPC®, APMA®
Vice President Medical Wealth Advisor Truist Bank

201 Alhambra Cir

14th Floor,

Coral Gables, FL 33134

About me

Background

Eduardo Navaza is a Medical Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. 

As a part of the medical group, he works with a team of experienced individuals whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in this market. Together they develop holistic financial plans that help address their client’s short- and long-term goals. 

Eduardo holds himself accountable for recommending strategies with his clients in mind. These strategies are supported not only by the deep experience of his team of specialists, but his highly attentive service and coordination of resources. He takes the time to talk to a client and learn about and understand the critical aspects of their financial life so that he can assess the interaction and far-reaching impact of their multiple objectives. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor in Business Management

Personal Interests

Eduardo enjoys spending time with his family, fishing and traveling.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Locations

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