Carli Navin, BFA™
Financial Advisor/ Investment & Operations Director
Carli embodies the Waypoint motto of 'uncomplicating the complicated' and serves our clients in a way that brightens everyone's day. She is the solution finder, the problem solver, and an integral part of the day-to-day operations at Waypoint Financial Solutions. Carli is FINRA Series 7 and Series 66 registered and is poised to be able to help our clients realize a better return on life.
Carli is an outdoor enthusiast and can show you the lesser-known trails and activities around the area. When she is not working, you can be sure to find her paddle boarding, kayaking, hiking, camping, and working on house projects. Carli is a member of the Waupaca High School Scholarship Foundation as well as a volunteer for the Alliance for the Great Lakes program where she helps to conserve and protect the beautiful Great Lakes.