Letizia Carlisto, CFP®
Head of Advisory Operations | Wealth Advisor
Letizia serves as the Head of Advisory Operations as well as a Wealth Advisor for Navis Wealth Advisors. She is responsible for helping to craft and deliver customized financial planning solutions to clients, as well as shepherding their successful outcomes. She takes a collaborative approach to financial planning where each plan is tailored to a client’s personal goals, the complexity of their financial situations and coordinated to evolve as client’s needs change. Letizia is an ambassador for the firm’s investment philosophy of Modern Portfolio Theory, and strongly supports the financial planning process as an integral part of developing customized portfolio strategies to help achieve client’s balance sheet and cash flow needs.
Prior to joining Navis, Letizia spent four years with UBS Financial Services where she gained valuable experience working with several financial advisors, learning different business models and processes. Financial planning, investment solutions and relationship management were all areas of the business that Letizia enjoyed during her time at UBS. Prior to that, Letizia completed an internship with a financial services group where she was introduced to the business and offered a full-time position after graduating. She would ultimately spend two years with the group and this is where she gained a passion for wealth management.
Letizia earned a B.A. in Business Management from Manhattanville College in 2015 where she also double minored in Finance and Psychology. Letizia currently holds the Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. As of 2023, Letizia has also earned her CERTIFIED FINANCIAL PLANNER™ designation.
Letizia lives in Westchester, NY, with her husband. She enjoys cooking, traveling, spending time with family, and finding new ways to maintain a healthy lifestyle.