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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Navalign, LLC | Encino, CA | Dec 2018 - Current | 5 |
Jewish Federation Of Los Angeles | Los Angeles, CA | Jan 2013 - Current | 11 |
Carter Jacobs, LLC | Sherman Oaks, CA | Jun 2018 - Dec 2018 | < 1 |
1080 Financial Group | Sherman Oaks, CA | Jul 2015 - Jun 2018 | 2 |
San Fernando Valley Jaycees | Northridge, CA | Nov 2010 - Dec 2017 | 7 |
Sagepoint Financial | Sherman Oaks, CA | Oct 2013 - Jul 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- CA
- TX
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Total Assets Under Management554MILLIONS
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Total Number of Accounts1,685ACCOUNTS
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Average Account Value$328,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, IL, MA, MN, NC, NJ, NV, NY, OR, PA, TN, TX, UT, WA
Financial planning and investment management services offered through Navalign, LLC a Registered Investment Adviser.
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