• Firm: Navalign Wealth Partners
  • Job Title: Partner / Financial Planner
  • Certifications: CFP®, CRPC

Experience

Stephen Rischall is an award winning fiduciary financial planner and public speaker. He has been recognized by InvestmentNews as a "40 Under 40" honoree and by Investopedia as a "Top 100 Most Influential Advisor". Stephen has also been featured in the Wall Street Journal, Los Angeles Times and on live radio and television.

Stephen began investing as a teenager and began his career in financial services while in college. Upon graduating, he earned a special honors commendation for his help in managing the University Corporation Student Investment Fund. He continued his professional development by earning the CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR™ designations.

After working several years for large Wall Street brokerage firms he realized how the industry was filled with conflicts of interest and he believed there had to be a better way. This lead Stephen to begin building his independent practice which eventually became Navalign Wealth Partners, a modern fiduciary financial planning and investment management company.

Stephen enjoys being an active leader in his community and has served on several non-profit boards. In his free time hey enjoys the outdoors; skiing, snowboarding and mountain biking.

Disclaimer: Financial planning and investment management services offered through Navalign, LLC a Registered Investment Adviser.

Education

Stephen received his BS with Honors in Finance and Financial Management Services from California State University Northridge, his Chartered Retirement Planning Counselor certification from the College for Financial Planning, and his Certified Financial Planner Required Education from Kaplan University.

Quote from Stephen Rischall

“Stephen Rischall is an award winning fiduciary financial advisor and public speaker. He specializes in financial planning for professionals in the entertainment industry and entrepreneurs.”