Navalign, LLC
Navalign, LLC (CRD# 119919) is a financial advisory firm headquartered in Encino, CA. They manage $404,947,000 in 1,359 accounts and serve the financial needs of clients across 15 states (or territories).
-
Total Assets Under Management405MILLION
-
Total Number of Accounts1,359ACCOUNTS
-
Average Account Value$297,974
- 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, MN, NC, NJ, NV, NY, OR, PA, TX, UT, WA
Christopher Carter (CRD# 2634517) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 24 years of experience in the finance industry.
Neal Frankle (CRD# 1390756) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 30 years of experience in the finance industry. Neal Frankle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kevin Hawley (CRD# 5686349) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 11 years of experience in the finance industry.
David Jacobs (CRD# 2986626) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 21 years of experience in the finance industry.
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.
Matt Stadelman (CRD# 5642946) is an Investment Advisor Representative working at Navalign Wealth Partners in Encino, CA and has over 9 years of experience in the finance industry.
Matthew Taylor (CRD# 5287802) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has 1 year of experience in the finance industry.
Steve Trinh (CRD# 6089623) is an Investment Advisor Representative working at Navalign, LLC in Encino, CA and has over 9 years of experience in the finance industry.