Navjot joins the LifePro Asset Management team with previous experience as a Client Services Specialist at a broker-dealer in San Diego, CA specializing in areas such as new accounts, account transfers, moving money, among other tasks.
During her time there, she worked alongside financial advisors as well as their assistants to ensure client accounts were being properly managed and taken care of. She was responsible for solving complex affairs with client accounts and providing the utmost importance to time-sensitive matters in order to meet deadlines.
As a Case Manager for LifePro Asset Management, Navjot is available to answer any inquiries advisers and clients may have regarding their accounts. Her goal is to serve as a resource for both investors and advisors so they can trust us with their business for years to come.
Navjot graduated from San Diego State University with a B.A. in Business Finance. Before moving to San Diego, Navjot grew up in Fresno, CA where she enjoyed her family’s farming business within the countryside. Outside of work, she enjoys visiting friends and family, reading and being outdoors.