Align Wealth Advisors of Laguna Hills
Contact Information
-
Address
24031 El Toro Rd Ste 210, Laguna Hills, CA, 92653 -
Phone
(949) 715-8585 -
Website
alignwealthadvisors.com -
Hours
Monday: 8:00 AM - 4:00 PM
Tuesday: 8:00 AM - 4:00 PM
Wednesday: 8:00 AM - 4:00 PM
Thursday: 8:00 AM - 4:00 PM
Friday: 8:00 AM - 1:00 PM
Location
About Align Wealth Advisors of Laguna Hills
Align Wealth Advisors of Laguna Hills is a wealth management firm in Laguna Hills, CA, located at 24031 El Toro Rd Ste 210. It holds a rating of 4.20 based on customer reviews.
The firm utilizes an investment philosophy rooted in behavioral finance to align client values with their financial goals. Nicholas Yrizarry, BFAP, serves as President and CEO. A Princeton University alumnus, Yrizarry brings nearly 36 years of financial professional experience to his personalized wealth management approach. His commentary on investor issues has been featured in The Wall Street Journal, Kiplinger’s Personal Finance, MSNBC.com, Fox News, ABC News, Bankrate.com, and CNBC. Yrizarry previously served on the board of trustees for the Laguna Playhouse from 2016 through 2019. He is a native of Toms River, New Jersey, currently resides in Monarch Beach, California, and is the father of three adult children.
The team includes Pegah Ghorbani, Director of Operations, and Phil Raimondi, Business Development Specialist. The firm utilizes technology and continual evaluation to ensure investments remain on track with objective, non-emotional programs designed to minimize unnecessary risk. They work with top money managers to create portfolios aimed at protecting legacies, funding retirement, and providing confidence in investment plans. For inquiries, the firm can be reached at (949) 715-8585 or [email protected].
Align Wealth Advisors sits on El Toro Road in Laguna Hills, 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, ensuring the website is secure and readable by search engines. The business also achieved a Discoverability score of 75 out of 100, allowing AI crawlers to access every page so the firm can be recommended by AI assistants.
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