Mike Navone
Observer · DISC type icMike 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.
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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.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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