Stephen Rischall, financial advisor Sherman Oaks CA

Stephen Rischall

CRD Number: 5215325
Current Firm: Navalign, LLC
Compensation Model: Fee Only

Stephen Rischall is an award winning fiduciary financial planner and founder at Navalign Wealth Partners. He has been featured in the Wall Street Journal, Los Angeles Times, InvestmentNews and more. Stephen is an expert financial planner for entertainment industry professionals and business owners.

CONTACT
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Professional Designations
Company Name Location Dates Years
Navalign Wealth Partners Encino, CA Jun 2018 - Current 1
1080 Financial Group Encino, CA Oct 2013 - Jun 2018 4
Waddell & Reed, Inc. Sherman Oaks, CA Nov 2009 - Oct 2013 3
Estate Management Group Valencia, CA Sep 2006 - Oct 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Stephen Rischall
Phone Number: 818-728-4500
Advisor Website: https://www.navalign.com
Firm Website: http://navalign.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    746
    ACCOUNTS
  • Average Account Value
    $228,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MN, OR, TX, UT, WA

Firm Disclaimer:

Financial planning and investment management services offered through Navalign, LLC a Registered Investment Adviser.

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Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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