Stephen Rischall, financial advisor Encino 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, 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
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
  • TX
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    1,685
    ACCOUNTS
  • Average Account Value
    $328,596
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MN, NC, NJ, NV, NY, OR, PA, TN, TX, UT, WA

Firm Disclaimer:

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

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Data verified by both the advisor and the public regulatory data.

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