Meet Your TEAM

Naveen Bhatia

Client Relationship Associate

Naveen Bhatia

Naveen’s passion is to cultivate and maintain strong relationships while striving to deliver exceptional service to our clients. He values a team-oriented approach, golfing, traveling, and spending time with his puppy, Peaches.

Naveen Bhatia

Credentials

Education

  • Bachelor of Arts in Marketing & Communication – Washington State University

Experience

  • Wells Fargo Personal Banker in Bellevue – 3 years
  • Wells Fargo Teller  – 1 year

Meet Your Team

Let’s talk.

Your wealth management journey begins with a conversation. Give us a call at (425) 312-6460 or fill out the form to get started today.

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