Meet the Navigators Customizing
What Makes Us Different
We believe our clients deserve exemplary service, and we are committed to delivering. We pride ourselves on offering the extensive capabilities required to develop tailored financial solutions, with the intimate attention of a boutique firm. Our team seeks to seamlessly integrate with your office, assessing the unique needs and objectives of your institution. We take the time to get to know the principles upheld by your organization, as well as your fiduciary responsibilities, before crafting strategies designed to meet your objectives.
A superior quality of service requires a disciplined and objective approach. When carefully selecting managers and securities for your investment portfolio, we use our in-depth capabilities to narrow the investment universe to those that match your corporate profile, risk tolerance and preferences. We understand that while growth is important, capital preservation is, too.
This is what exemplary service looks like for an institution that requires the utmost attention to detail. With your long-term objectives in mind, we prudently review and tactically adjust your portfolios as needed, in an effort to consistently add value, help preserve capital and align with your objectives. We seek to propel your institution’s mission forward, providing critical support and innovative solutions so that you can stay on top of the finer details and see the bigger picture.
Gary Gainspoletti, CPA, CFP®
Managing Partner, Gainspoletti Financial Services Branch Manager, RJFS
Russell Gainspoletti, CPA, CFP®
Associate Partner, Gainspoletti Financial Services Financial Advisor, RJFS
Brandyn Skeen, CFP®
Financial Advisor, RJFS
Client Service Manager
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.