Navalign Wealth Partners is proud to announce the addition of Steven Vitoratos to its growing team of advisors. Based in New Jersey, Steven joins Navalign as the firm’s first full-time advisor on the East Coast, reinforcing the firm’s commitment to serving clients nationwide with personalized, fiduciary financial guidance.

With over 15 years of experience in the financial industry, Steven brings deep expertise in wealth management, retirement planning, and investment strategy. His career includes key advisory roles at prominent Wall Street institutions such as E*TRADE, Morgan Stanley, TD Ameritrade, and TIAA. At Navalign, Steven will continue to focus on helping wealthy families, successful business owners, and professionals align their financial decisions with their long-term goals.

“We’re thrilled to welcome Steven to the Navalign team,” said David Jacobs, CFA®, founding partner at Navalign. “His experience, client-first approach, and deep understanding of the financial needs of affluent individuals and families make him a perfect fit for our collaborative, fiduciary forward model.”

Steven’s addition marks a significant milestone in Navalign’s growth and geographic expansion. While Navalign serves clients across the U.S., Steven’s presence on the East Coast strengthens the firm’s ability to offer truly national support while maintaining its personalized, boutique-level service.

“I’m excited to join a modern fiduciary firm like Navalign that prioritizes transparency, proactive planning, and building lifelong relationships,” said Steven. “It’s a privilege to help clients gain clarity and confidence in their financial lives.”

About Navalign Wealth Partners

Navalign Wealth Partners is a fiduciary financial advisory firm dedicated to helping clients achieve clarity and confidence in their financial future. With a focus on comprehensive planning and investment management, Navalign serves high-net-worth individuals, families, and business owners across the United States. The firm combines modern technology with a personalized approach to deliver financial advice that evolves with each stage of life.

For more information, please visit www.navalign.com

Contact:
media@navalign.com
+1-855-360-1080