SEC Investment Adviser Public Disclosure

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

The ideas and concepts presented through this website are for informational purposes only and should not be construed as investment, tax or legal advice. All illustrations, videos, projections, and graphical representations are hypothetical in nature and do not reflect actual investment results. The views expressed in recommended publications, social media posts, videos and blogs are not necessarily the opinion of Navalign and should not be construed as advice or an offer to buy or sell securities. We make no representation as to the completeness or accuracy of information provided in third party publications or websites. Navalign is an independent Limited Liability Company in the state of California and is not affiliated with any other company.

Investments may lose value and are not guaranteed. Investing involves risk; investors should carefully consider their investment objectives, risk tolerance, financial situation, and other factors before investing. Investors are encouraged to review the prospectus to understand the charges and expenses of mutual funds, exchange traded funds and other investment vehicles.

This website may contain links to articles and other information that is contained on third party websites. Navalign does not endorse or accept responsibility for the content or use of third party websites and assumes no liability for any inaccuracies, errors or omissions in regards to information provided by third party websites. Navalign does not control, serve, adopt or endorse any of the expressions, opinions, reviews or content posted by fans or any third parties on social media or directory listing websites. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax, legal or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site and to please avoid specific mention or discussions about investment advice, performance, specific securities, or trading strategies. The entire contents of this site, including third party posts, is archived by Navalign to comply with securities regulations.

It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your advisor or our office directly. You should never post personal, account or transaction information anywhere on this site. “Likes”, “Favorites””, “Star Ratings” or other similar functionality available through third-party social media sites and directory listing sites should not be considered an endorsement or testimonial of the services offered by Navalign. Visitors to this page must avoid posting positive reviews of their experiences with their advisor or Navalign, testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Navalign. In certain instances, direct messages may be sent through social media sites. Such messages, which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please notify the sender immediately and destroy all copies of the message.

All images contained in this website are either proprietary, have been purchased and licensed for use or are used under a creative commons license and credited to their respective owners.

Chief Compliance Officer contact information:
Chris Carter
(818) 728-4500