Navalign Wealth Partners

Navalign Wealth Partners

Investment Management 15910 Ventura Blvd 7 employees
Employees
7
Contacts
3
Emails
3
Phones
3

Navalign Wealth Partners Overview

Headquarters
15910 Ventura Blvd
Phone Number
Available in AeroLeads
Website
navalign.com
Industry
Investment Management
Employees
7
Founded
2002
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About 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.

Navalign Wealth Partners Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
3
100.0% coverage

Navalign Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Matt Stadelman, Aif® Crpc® Partner at Navalign Wealth Partners
Email Phone
Steve Trinh Portfolio Manager at Navalign Wealth
Email Phone
David Jacobs Partner at Navalign Wealth Partners
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 3

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