The Menashe Naviaux Group
5951 La Sendita Bldg A
Rancho Santa Fe, CA 92067
858.381.8128
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
John Naviaux
Managing Director, Wealth Management Advisor
Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Next Generation Wealth Advisors", 2019
(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
David Menashe
Senior Vice President, Wealth Management Advisor
858.381.8113
John Naviaux,

CPFA™, CPWA®

Managing Director, Wealth Management Advisor
858.381.8128
Jesse Menashe,

CPFA™

First Vice President, Senior Financial Advisor
858.381.8118
Devon Hawley
Wealth Management Client Associate
858.381.8123
Michael Larkin
Officer, Registered Wealth Management Client Associate
858.381.8115
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Lane
Wealth Management Banking Specialist
Merrill
Aaron Deming
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637451
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.