Navista Wealth Management, Inc.

Robert Bjork is a CFP® with 44 years of experience in financial advisory services. He is currently a wealth advisor and founder at Navista Wealth Management, Inc. in Naples, FL, and has held roles at firms including Collaborative Legacy Partners, Birch Cove Group, and Raymond James Financial Services. Outside of advisory work, he owns and serves as president of Bjork Financial Services, Inc., a non-investment-related business. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, ongoing financial coaching, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons, risk tolerance, and objectives, managing over $630 million with a small advisory team.

Derek Wulff is a financial advisor at Navista Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Cabot Lodge Securities LLC, Raymond James Financial Services, and Wells Fargo. Outside of his advisory role, he is an employee of Bjork Financial Services, Inc., a non-investment-related payroll entity. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and a specialized divorce-planning consulting service. The firm uses model portfolios and third-party managers to provide tailored advice across a range of risk tolerances and objectives.

Michelle Klisanich is a CFP® professional with 19 years of experience in financial advising. She is currently with Navista Wealth Management, Inc., where she also offers specialized divorce financial planning services under the Financial Wise Divorce brand. Klisanich is a paid speaker at industry events and provides professional coaching and training related to practice management and niche development through her firm, MK Financial Services, LLC. Navista Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, financial coaching, and dedicated divorce-planning consulting. The firm uses model portfolios spanning conservative to aggressive allocations and primarily recommends mutual funds and ETFs, managing over $630 million with a small advisory team.

Benjamin Bjork is a financial advisor at Navista Wealth Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services Advisors Inc. and Acrew Corporation. Outside of his advisory role, he is associated with Bjork Financial Services, Inc., a non-investment related business. Navista Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and specialized divorce-planning consulting. The firm uses model portfolios and third-party managers to tailor advice based on clients’ time horizons and risk tolerances, managing a large asset base with a small advisory team.