portrait of Saul A Navarro
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Saul

I have been in the financial industry sector for 20 years and have worked helping people with personal financial and small business needs. I have assisted people throughout these years to prepare financially for their future and have taught them about the available options and their pros and cons.

I was born and raised in Mexico until moving to Santa Fe, New Mexico, where I lived from 2001 to 2007. In March 2007, I moved to the Rio Grande Valley in Texas. Here I married, became a father and got most of my adult work experience, which is why every time...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2024 to Current
  • Bank of America, N.A.November 2021 to April 2024

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™
  • AWMA™

    Accredited Wealth Management Advisor™

Team Members

  • Debbie Groves
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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