Navalign Wealth Partners | Fiduciary Financial Planning and Investment Services Ventura Blvd, Encino

Navalign Wealth Partners | Fiduciary Financial Planning and Investment Services Reviews

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  Courtney Zurich
  5

  Stephen is incredible. When I met with him on my free consultation, he spent over an hour getting to know me and learning my financial goals. He was incredibly supportive, flexible, and left me feeling really confident about my financial future. I immediately signed up with 1080 Financial. Since then, Stephen has been fantastic at following up and helping me follow through on significant financial changes. 1080 Financial makes me feel comfortable and confident in my financial future and has taken a huge burden off my shoulders!

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  Abby
  5

  Stephen was so helpful and informative about my ESOP rollover. He was genuine about wanting what is best for my individual situation and offered wonderful advice. He was able to break down the differences and pros and cons of each type of retirement plan and gave me some suggestions for where to start my financial investing journey. After our phone call he sent me a follow-up email listing several resources that I am excited to utilize. Thank you so much for your time and advice Stephen!

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  Annie Morris
  5

  Stephen has truly been a pleasure to work with. He is very thorough in explaining our investment opportunities in a way that is easy to understand. Stephen is always very responsive and I appreciate how he takes time to talk through all options. The online portal is also awesome, it has a clean dashboard and has been a great resource for us. I love seeing our finances all in one place. Would highly recommend Stephen!

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  GilandMarilyn Spiegel
  5

  Stephen Rischall at 1080 Financial Group is our financial guru. We think he is the best fiduciary financial advisor in Los Angeles. His knowledge of the market is right on, and we feel confident having him guide us with our retirement planning and investments.

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  Jenn Becerril
  5

  Financial Planning 101- Super Nice & Relatable! I'm so happy I started with Stephen when I did. I've got a visual plan for my finances and it's looking good! I never would have imagined that I'd be planning for my retirement when I was 25 but the smallest contribution will make a huge difference 30 years down the line. Tony Robbins says start with whatever you can. Stephen is relatable, trustworthy and wants the best for you. He breaks everything down so it's easy to understand what you're doing and why you're doing it. I cannot recommend him more. I've sent my fiancé to him and we're working together to get financially ready to buy a home. I'm looking forward to my life in 10 years and I know I'm going to be chillin nice when I'm 65 and retired!

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  Bryan Threadgill
  5

  I was in a situation with my 401K so I googled certain criteria and Stephen's name populated and after reading his Bio I reached out to him via email and that same day he responded to my question. He took his time and answered my concerns as well as read the plan documents for the plan and gave really great advice without hesitation. It is very obvious that he is in this for the right reasons and I will look at utilizing him and his company in the near future.

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  Nick Ramirez
  5

  One of the best financial planners in Los Angeles by far. His ability to connect with each client is uncanny and really think his ability to create a clear, big picture, realistic plan for each client is something that is so rare in this business. Give him a call, he's great.

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  Steve R
  5

  Stephen is very professional and knows his stuff when it comes to retirement planning and investments. He helped us understand the decisions we were making by explaining the strategies in a way that made sense. Thank you very much!

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  Sheilah K
  5

  My search to find a Fiduciary Financial Advisor(s) ended up being way more challenging and elusive than I would thought. I started by asking for referrals from my social network of family, friends, colleagues. Much to my surprise several were in the same "boat" as me. That is, either searching and not finding what they were seeking, or they had an existing relationship with a financial firm/representative yet it wasn't meeting their needs and expectation, and I don't mean strictly in respect to the financial monetary return. I met with several people, believe it was five. Didn't care for most, they were all about a rush to find out how much money "we were talking about" over getting to known me and my situation. I I felt all they cared about were the $$$ and qualifying me first to see if I was "worth their time". They didn't even seem to what to get into a "consultation" as advertised until I discolsed in the first few minutes how much money i had! Several of them were not Fiduciary at all. Then I met with 1080 Financial Group, Matt and Stephen. Like night and day (in a wonderful way) compared to all the rest! Matt and Stephen of 1080 Financial Group were totally different and stood leagues apart from all the rest!I l liked them immediately and more important trusted that they had my best interest in mind throughout. I had several meetings with them, ie free consultations, before moving forward, although my mind was made up in the first meeting, they were exactly what I was seeking and hoping to find. Not too big where I would be a little fish lost in a big pond of big money clients, not so new and green to the investment industry that I had reservations on their decision making and financial savvy. No pressure, took lots of time with me, educating me, answering all my questions, etc. I had done a bit in way of educating myself in advance by reading a lot online, business nightly news, and several investment magazines. I came prepared with questions. They were more than patient indulging all my questions, rather it was clear they had a passion for the industry that transcended the stereotype of "in it for the money and prestige". Rather what they exuded was that they welcomed and enjoyed sharing what they knew and encouraged my questions and seeking of information on their invest process and decision making. I think they are great, and highly recommend at least going for an initial free consultation as you will at a minimum have a comparison point and points to cover as you compare like to like with other advisors. Oh, and their follow up and accessibility after I became a client has also been 5 star!

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  Parham Nabatian
  5

  I use 1080 Financial and Stephen as my financial planner, our offices are next to his in Sherman Oaks and he makes himself available for meetings regularly. But most important his advice has saved me on my taxes.