At Align Wealth Advisors, we believe your financial life should reflect what matters most to you.

True wealth management is about more than investments, it’s about aligning your resources with your values, your goals, and the future you envision for yourself and your family. As a fiduciary firm, we provide thoughtful, objective guidance rooted in discipline, transparency, and long-term partnership. Every recommendation we make is designed to serve your best interests and bring clarity and confidence to your financial decisions.

When you join Align Wealth Advisors, you gain more than an advisor - you gain a dedicated team committed to understanding your full financial picture and guiding you through every stage of life. We take the time to listen, plan with intention, and adapt as your needs evolve. Whether you are building wealth, preparing for retirement, managing business liquidity, or creating a legacy, we provide personalized strategies and steady counsel to help you move forward with purpose. Our mission is simple: to help you align your wealth with the life you want to live.

Pre-Meeting Worksheet

Risk Tolerance Questionnaire

New Client Data Sheet

SERVICES

What we do.

We strive to create a system adaptable to and ensuring your lifestyle. It’s not just about investing your money - it’s about investing in you.

Schedule FREE Consultation

Developing a sound financial plan as early as possible will aid in keeping your goals on track.

Retirement can seem daunting. We help you formulate the right course of action for your lifestyle.

Taxes play an important role in financial and retirement planning and must be considered for every scenario.

Routine risk & portfolio analyses aid in establishing a fluid investment allocation that serves your needs more effectively.

Insurance can be used in financial planning in several ways, from tax deferral to safeguarding current investments.

College planning is important to ensure your dreams of legacy are properly carried out for children and grandchildren.

Nicholas Yrizarry, BFA

President and CEO

An alumnus of Princeton University, with nearly 36 years as a financial professional, Nicholas values his unique relationships with his clients. His personalized wealth management approach helps investors create financial stability, aligned with a desirable lifestyle.

Some of the nation’s leading media outlets have called on Nicholas for his insight on issues impacting investors and their money. His commentary has been featured in outlets that include The Wall Street Journal, Kiplinger’s Personal Finance, MSNBC.com, Fox News, ABC News, and Bankrate.com, and he has also appeared on CNBC.

Nicholas served on the board of trustees for the Laguna Playhouse from 2016 through 2019 and loves to support the arts.

As a classical guitarist, he has performed at The John F. Kennedy Center for Performing Arts, and for charitable organizations such as 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 (CASA) and Project HOPE Alliance.

A native of Toms River, New Jersey, Nicholas currently makes his home in Monarch Beach, California. He is the proud father of three grown children- Jasmine, Shannon and Dustin.

Email Nick