Our Team


Safe Money Wealth Management

We believe you deserve the retirement of your dreams. If you’re looking for a team to guide you at EVERY step of your retirement journey, we are here to help!

Jonathan Navarro

Jonathan Navarro


“Your personal and financial goals are unique to you. One thing in life is certain: change. So, be willing to make adjustments to reach your personal and financial goals and dreams.”

With 24 years of experience in financial services, Jonathan is passionate about helping educate families on how to become debt free and financially independent. In addition to hiring and training other advisors, he specializes in helping clients maximize their retirement income, minimize taxes and preserve capital while still growing their money. He brings experience to the table with a youthful energy and will stay by your side for the full retirement journey — while also being able to work with your children and generational wealth.

Jonathan is a financial professional who can offer investment and insurance products and services. He has passed the Series 6, 26 and 63 securities exams and holds a life insurance license.

Jonathan and his wife, Ieva, live in Siesta Key with their young son, Leo, and a menagerie of pets, including four chickens, two dogs and a rabbit. In his free time, Jonathan enjoys swimming, yoga, nature walks and water sports.


The Navarro Family

In addition to his family of clients at Safe Money Wealth Management, Jonathan also values the daily love and support of his own family, his wife Ieva, son Leo, and the family dog, Bo. Be sure to say hi when they visit the office!

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