Broker Check

Agoura Hills, California


Address:

5016 Chesebro Rd, St. 200
Agoura Hills, CA 91301 

Phone: 

818-991-6171


Holly Allin

Chief Operating Officer

holly@naviguidewealth.com

As the Chief Operating Officer, Holly Allin relies on her decades of experience and knowledge to help NaviGuide Wealth Partners run as smoothly and efficiently as possible. 
 
Holly is the firm’s go-to source for assistance and resources.  In maintaining all daily operations, she oversees the operating systems, develops and implements procedures, handles human resource tasks, and more.  She also works closely with clients as she is passionate about building long-lasting relationships and supporting wealth advisors in their goal of helping clients pursue financial freedom.  She fosters an environment of growth where clients and team members can prosper.  
 
In her spare time, Holly enjoys staying active.  Whether she is hiking in the local mountains, bike riding with her family, floating on the river, or at the dog park…she loves the outdoors. 

Kobi Sherman

Administrative Assistant

Molly Bertram

Administrative Assistant