Mike Navone

Observer
DISC Type : ic

Partner, Wealth Advisor at Corient

San Francisco, California, United States

Overview

Mike is a Partner and Wealth Advisor at Corients San Francisco office, where he creates tailored wealth strategies for high-net-worth individuals, business owners, and families. His expertise covers investment management, legacy creation, and succession planning. He earned a Bachelor of Arts from the University of Arizona and holds a Series 65 license.

Outside of his professional role, Mike is passionate about philanthropy, managing private foundations and hosting events on effective giving strategies. He also has a keen interest in global travel, having previously lived in London while visiting over 30 countries during a year-long sabbatical.

He once took a year-long sabbatical to live abroad in London and travel to more than 30 different countries.

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Philanthropic Strategies
He manages private family foundations and endowments and recently hosted an event exploring the giving strategies of major philanthropists.
Succession Planning
As a trusted advisor to business owners, he specializes in navigating liquidity events and the complexities of wealth transition.
Talent Recruitment
Frequently posts about hiring for key positions, such as Associate Wealth Planners and Investment Analysts, showing a focus on building a strong team.

Media Appearances

Mike has no verified media appearances

Work History

11-2024
Partner, Wealth Advisor at Corient
6-2018 - 10-2024
Wealth Manager & Shareholder at Ensemble Capital Management
6-2017 - 5-2018
Peripatetic at Sabbatical
6-2016 - 6-2017
Regional Director at Sage Advisory
10-2012 - 12-2015
Director at WHV Investments

Education

Bachelor of Arts from University of Arizona

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Francisco, California, United States Job Level : N/A Designation : Partner, Wealth Advisor at Corient
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Focus on immediate action-items rather than the larger goals
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Mike

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They like to analyze well and then make their decisions.
  • Can Mike take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Mike

Personality Compatibility


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