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Align Wealth Advisors
Align Wealth Advisors helps clients align their values with their financial goals so money better serves them. The firm strives to create a system adaptable to...
Align Wealth Advisors
Align Wealth Advisors helps clients align their values with their financial goals so money better serves them. The firm strives to create a system adaptable to clients’ lifestyles, emphasizing that it is not just about investing money but investing in the client. It offers comprehensive, lifestyle-based financial planning that identifies life goals and aspirations and builds plans to help achieve them, including for people in peak career years, approaching or in retirement, and small business owners.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Laguna Hills
Corporate office
New York, NY, United States
Principals
Nicholas Yrizarry
BFA, President and CEO
Pegah Ghorbani
Director of Operations
Phil Raimondi
Business Development Specialist
Ellie Savage
Executive Assistant
Karie Evans
Director of Client Relations
Brian Mandel
Estate Attorney
Frequently asked questions
What is Align Wealth Advisors?
Align Wealth Advisors is a ria headquartered in Laguna Hills, United States.
Where is Align Wealth Advisors headquartered?
Align Wealth Advisors is headquartered in Laguna Hills, United States, in the North America region.
What does Altss track for Align Wealth Advisors?
Altss maintains an OSINT-verified profile of Align Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Align Wealth Advisors's website?
Align Wealth Advisors's public website is alignwealthadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Align Wealth Advisors?
Align Wealth Advisors is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Align Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Align Wealth Advisors's Altss profile last updated?
Align Wealth Advisors's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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