Victoria J.
11/17/2025
Nick and Phil did a presentation that was very thorough and knowledgeable... Well experienced the CEO, Nicholas has an extensive background, originally working in New York financial district.
Align Wealth Advisors
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24031 El Toro Rd Ste 210
Laguna Hills, CA 92653
Align Wealth Advisors is a lifestyle-based financial services firm located in Laguna Hills, California. As an independent and boutique firm, they specialize in aligning personal values with financial plans to simplify clients' lives through comprehensive investment and financial solutions.
Their team of financial advisors focuses on creating adaptable systems to ensure clients' lifestyles are supported, offering services such as financial planning, retirement planning, tax planning, investment management, insurance planning, and college planning. Align Wealth Advisors aims to help clients achieve their financial goals while prioritizing their overall well-being and life balance.
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Reviews
5.03 reviews
Lynda S.
11/5/2025
Nick and Pegah have been wonderful through a challenging time. I am responsible for my family trust following my father's passing. They walked me through everything and have made the process...
adam c.
2/6/2025
Great personal service . Nick and his staff are highly educated and motivated to help their customers.
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