Naveen Gopal
Pacifica Partners · Surrey, Texas
Naveen Gopal is a fee-only financial advisor at Pacifica Partners in Surrey, Texas. Naveen charges a percentage of assets and hourly fees and focuses on cross-border (US / Canada), sustainable & impact investing and family wealth transfer.
Request an introduction to Naveen →
Specialties
Who they serve
- Cross-border families
- Canadians in the US
- Multi-generational families
- Physicians
- Executives
- Retirees
Facts
| Firm | Pacifica Partners |
|---|---|
| Based in | Surrey, Texas |
| Fee model | Percentage of assets · Hourly |
| Works virtually | Yes |
| Assets under management | $316.0M across 1,447 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 5730243 |
| Exams passed | Series 65 (2015) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.pacificapartners.com |
| Profile |
Request an introduction to Naveen
Tell Naveen a little about what you're looking for. Naveen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Naveen
Is Naveen Gopal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Naveen holds no broker registration, and Pacifica Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Naveen charge for financial advice?
Naveen charges a percentage of assets and hourly fees.
Does Naveen work with clients virtually?
Yes. Pacifica Partners says on its website that it works with clients remotely.
Where is Naveen Gopal based?
Naveen Gopal is based in Surrey, Texas.
What does Naveen specialize in?
Naveen's specialties include cross-border (US / Canada), sustainable & impact investing, family wealth transfer, physicians & residents and small business owners. Naveen works with cross-border families, Canadians in the US, multi-generational families, physicians and executives.
Is Naveen Gopal registered with the SEC?
Yes. Naveen Gopal is registered as an investment adviser representative in TX and WA (CRD 5730243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pacifica Partners manage?
Pacifica Partners reports $316.0M across 1,447 accounts in assets under management.
How do I contact Naveen Gopal?
Through Naveen's website, www.pacificapartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pacifica Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.