Nayna Karmali

"The most rewarding part of my job is meeting someone who's been referred to me by an existing client. This is the ultimate compliment as it indicates complete trust in the advice and services I've brought to them and they now share with those who trust them."

With over 25 years in the financial services industry, Nayna is an experienced financial advisor who believes in earning her clients’ trust and delivering on what’s promised. In serving clients, Nayna utilizes an inclusive, collaborative and customer-centric approach where listening to clients’ needs is key.

"I reside in their community and understand their concerns first hand. They trust and ultimately rely on me, as their advisor, to provide financial direction – whether it’s in the recommendations and advice I provide or the specialists I introduce them to."

Nayna will work with you to develop your comprehensive LifeSpring^® financial plan, a blueprint for building and maintaining a strong financial foundation. The plan will integrate all aspects of your financial picture: investments and estate planning as well as your business banking (if applicable).

Learn more about the value of working with a financial advisor.