Karisma Rivera

Karisma brings over eight years of experience in financial services, with a strong focus on building meaningful client relationships and providing thoughtful, attentive support. Throughout her career, she has worked closely with clients to ensure their needs are met with care, clarity, and efficiency. She is passionate about the relationship side of the business and enjoys helping create a smooth and supportive experience for clients as they navigate important financial decisions.

At Navigation Group, Karisma supports advisors and clients with account servicing, operational coordination, and client communications, helping ensure each interaction is handled with professionalism and attention to detail.

Outside of the office, Karisma enjoys hiking, exploring new trails, and getting lost in a good book.