Navalign Wealth Partners
Navalign Wealth Partners | Collaborative Fiduciary Wealth Management with a Personal Touch Who We Are: At Navalign Wealth Partners, based in Los Angeles and serving clients nationwide, we're not just advisors – we're a unified team of financial experts dedicated to comprehensive wealth management. Our collective approach allows clients to benefit from the pooled knowledge and experience of our entire team, ensuring personalized and well-rounded financial strategies. Our Services: We offer comprehensive financial planning, advanced investment management, and strategic retirement and wealth transfer planning. Our client base includes small business owners, high-net-worth individuals, professionals, entertainers, athletes, and tech experts, reflecting our diverse expertise. Our Commitment: We prioritize our fiduciary duty and independent approach to wealth management. We utilize industry-leading technology to help grow our clients' assets and protect their privacy. This commitment extends to all aspects of our services, ensuring trust and excellence in client relationships. Our Culture: Navalign is characterized by a family-like atmosphere where long-term professional relationships thrive. We value collaboration, support, and growth, both for our clients and our team. As we expand, we seek professionals who are passionate about upholding fiduciary duties in a dynamic, supportive environment. Join Us: Whether you're seeking expert financial guidance or a fulfilling career, discover the difference at Navalign. Connect with us to experience a partnership that blends personal attention, collective wisdom, and technological excellence.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
210
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JA
Joey Agdinaoay
Operations Manager · Operations
EmailPhone - SG
Scott Gaynor
Senior Wealth Advisor · Finance & Accounting
EmailPhone - DJ
David Jacobs
Partner · General Business & Management
EmailPhone - MS
Matt Stadelman
Partner · General Business & Management
EmailPhone - ST
Steve Trinh
Portfolio Manager · Finance & Accounting
EmailPhone - SV
Steve Vitoratos
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CC
Chris Carter
Partner · General Business & Management
EmailPhone
Showing 7 of 7 verified contacts
Top roles at Navalign Wealth Partners
4 distinct titles indexed · top 4 shown.
- 3partner
- 2senior wealth advisor
- 1operations manager
- 1portfolio manager
Sign up to unlock all 7 contacts at Navalign Wealth Partners
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