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    Navi J. Dowty CFA

    Chartered Financial Analyst

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    02/08/2007

    02/24/2019

    Navi Dowty & Associates, Inc.

    (715) 845-4367

    Financial Services

    Tax Planning

    Description

    Navi J. Dowty is the founder President and CEO of Navi Dowty Associates, Inc.. Navi began his financial service career in 1972. After meeting the financial needs of many clients he observed many seniors outliving their income. Since 1981 he has specialized in assisting in the income needs of people in pre- and post-retirement. He advises seniors on how to preserve their assets, increase their spendable income, have strategic estate planning, and  have conservative money alternatives for savings vehicles for their crucial life savings and retirement plans. Navi's low key style of explaining these complicated concepts makes it easy for the numerous retirees he has assisted. In addition to his work with retirees Navi has sponsored and acted as judge and mentor for children's technology programs at one of which he won the prestigious Motorola Quality Award. He is passionate about education and innovative approaches to the future.

    Education

    Navi received his BS Degree 1n 1968 from Western Michigan University. Since entering the financial service profession in 1972 he has earned many professional designations including the Certified Commercial Investment Member CCIM the Certified Financial Planner CFP the Certified Retirement Financial Advisor CRFA and the prestigious Chartered Financial Analyst CFA.

    Associations

    Navi is currently a member of the Institute for Chartered Financial Analysts.

    References

    Available as appropriate

    Overview

     

    Overview

     

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