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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...
Overview
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
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