Steven Navarra
Steven helps families, executives, and business owners achieve financial peace of mind through goals-based wealth management and tailored investment strategies. His expertise includes retirement planning, concentrated stock strategies, and alternative investments—designed to reflect each client’s unique goals, values, and circumstances.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor™ designee, Steven partners closely with clients to simplify the complexities of wealth. He frequently collaborates with their CPAs and attorneys to build coordinated strategies that help them move forward with clarity and confidence.
Steven began his career with Merrill in 2019 as an associate with The Zanolli Staubli Group, supporting clients and advisors in all aspects of financial planning and investment management. After more than five years of earning the trust of clients and developing deep expertise, he advanced to his current role as an advisor, where he now leads client relationships and drives strategic planning efforts as part of the team’s collaborative approach.
He earned his Bachelor’s degree in Economics and Accounting from the University of California, Santa Barbara, and studied business in Italy at Bocconi University. Steven lives in San Francisco with his fiancée, Caroline, where they enjoy traveling, spending time at the beach, and being with family.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
The Zanolli Staubli Group strives to provide financial security through individualized goals-based planning and wealth management to a select group of high net-worth clients.
What does financial confidence mean to you? For some it is diversification, for some it is knowing they can give the gift of higher education to their children and grandchildren, and for others it is simply knowing they can travel in style for the rest of their lives. Whatever your definition, we want your family to achieve your goals through financial independence and personal success.
When you engage our team, the mission is that you feel better than the day before, knowing that your family's best interests are our biggest priority. And most importantly, working with The Zanolli Staubli Group has given you the financial confidence you deserve.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
