Firm History
The firm was founded in 2011 by Nicholas Yrizarry and has grown to include a full staff of professionals to care for our 160+ households. With just under $100,000,000 of Assets Under Advisement, Align Wealth Advisors utilizes various technology platforms such as eMoney, Redtail, Albridge, webinar, and more to create a personalized, easily accessible client experience from beginning to end.
Our full time Operations staff works diligently with clients on every-day account maintenance tasks. Our full time Client Relations department seeks to satisfy client needs on a personal basis, while maintaining a seamless client experience. Our full time Business Development unit continually works to improve the client experience for our existing clients, while actively recruiting new clientele to add to our client family.
Our overlapping and official client and operational procedures provide a solid framework where our main goal is to reduce error. Our back-ups have back-ups.
Align Wealth Advisors boasts a solid experience track record of over 50 cumulative years in the financial industry and currently has 2 full time advisors, 3 full time staff, and 1 part time staff.
Specializations
Align Wealth Advisors focuses on behavioral financial planning. Nicholas received his Behavioral Financial Advisor designation over two years ago, leading California advisors in the field. With an ever-growing interest in behavioral finance, Align Wealth Advisors is a trail-blazer.
We utilize a value card exercise and value profile algorithm to assist in the crafting of our clients’ financial profiles. This ground-breaking psychology-based system addresses a client’s most heartfelt values and works to align those values with their financial needs, therefore aiding in ensuring their money does, indeed, work for them, not the other way around.
Align Wealth Advisors hosts an annual Holiday Party and went virtual in 2020 with an online Holiday Hot Chocolate party where clients from 9 different states were able to join us for hot chocolate and holiday music and socializing via our webinar platform.
Innovation is a specialty at Align Wealth Advisors and we are looking forward to growing this “department” even more in the near future.
