Align Wealth Advisors of Aliso Viejo

Align Wealth Advisors of Aliso Viejo is a wealth management firm in Aliso Viejo, CA, located at 24031 El Toro Rd Ste 210. The firm helps investors create financial stability aligned with their desired lifestyles by applying the principles of behavioral finance to align values with investment strategies. Services include investment management and portfolio construction designed to protect legacies, fund retirement, and reduce unnecessary risk. The firm guides clients through various life stages, including growing a family, building a career, and protecting dreams. It holds a 4.20 rating based on customer reviews.

President and CEO Nicholas Yrizarry, BFA, brings nearly 36 years of experience as a financial professional and a degree from Princeton University. He is known for his personalized wealth management approach and has provided commentary to major media outlets including The Wall Street Journal, Kiplinger’s Personal Finance, MSNBC.com, Fox News, ABC News, Bankrate.com, and CNBC. Nicholas served on the board of trustees for the Laguna Playhouse from 2016 through 2019. A classical guitarist, he has performed at The John F. Kennedy Center for Performing Arts and for charitable organizations such as the Laguna Art Museum, Laguna College of Art & Design, Boys & Girls Club of Laguna Beach, Richard Henry Dana Charity Regatta, Court Appointed Special Advocates of Orange County, and Project HOPE Alliance. A native of Toms River, New Jersey, he lives in Monarch Beach with his three grown children, Jasmine, Shannon, and Dustin.

The team includes Pegah Ghorbani as Director of Operations, Phil Raimondi as Business Development Specialist, and Ellie Savage. The firm utilizes technology and continual evaluation to ensure investment programs remain objective and non-emotional. By working with top money managers, the firm creates portfolios intended to give clients confidence in their investment plans and help their money better serve them.

The business maintains a positive rating from the customers who have reviewed it, reflecting satisfaction with its personalized services. Align Wealth Advisors of Aliso Viejo brings decades of financial expertise and a values-driven approach to wealth management in Aliso Viejo, helping residents secure their financial futures with clarity and confidence.

Align Wealth Advisors of Aliso Viejo sits on El Toro Road, just a tenth of a mile from Laguna Hills City Hall and the Laguna Hills Farmer's Market.

BizScoreAI awarded the firm a Technical score of 87 out of 100, which ensures the website is secure and readable by search engines. The firm also earned a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to recommend the business.