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Amanda Navaraj

Advisor at Amvara

Updated today
Amvara logo

Firm

Amvara

Location

Colorado Springs, CO 80903

Credentials

Series 65

Industry experience

3 years

About

Amanda Navaraj is a Series 65-licensed financial advisor based in Colorado Springs, Colorado, with three years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities and currently operates as the sole advisor at Amvara Financial LLC. Outside of finance, she has been involved with Muse Comics + Games for over a decade. Amvara Financial is an independent, fee-only firm that provides investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach combines asset allocation and modern portfolio theory, using a mix of passive ETFs and fundamental manager analysis, with services that include discretionary portfolio management, tax preparation, and business-planning consulting.

Client services

Based on Amvara

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Amvara

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

Initial Financial Plan: up to $2,500 fixed fee

Percentage

0.75% annually

Project-based

Project-Based Financial Planning: $300 per hour

Subscriptions

Ongoing Financial Planning: $100 to $200 per month

Other

Fee-only: Initial Financial Plan: up to $2,500 fixed fee; Ongoing Financial Planning: $100 to $200 per month; Project-Based Financial Planning: $300 per hour; Educational Seminars: $0 to $300 per hour

Location

627 N Weber St Suite 2

Colorado Springs, CO 80903

Most active in

Colorado

Work history

Amvara Financial LLC

2023 - Present (3 years)

JPMorgan Chase Bank, N.A.

2021 - 2023 (2 years)

J.P. Morgan Securities, LLC

2021 - 2023 (2 years)

Green Ivy Bookkeeping, Llc

2020 - 2021 (1 year)

Muse Comics + Games

2011 - 2024 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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