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Navalign Wealth Partners | Fiduciary Financial Advisor
Navalign Wealth Partners | Fiduciary Financial Advisor
Navalign Wealth Partners | Fiduciary Financial Advisor
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Steve Trinh, CFA®
Portfolio Manager

For Steve Trinh, investing is about understanding the mechanics of businesses and markets. This curiosity led him to earn the CFA® designation, a credential that reflects the analytical depth he brings to his role as Senior Portfolio Manager. At Navalign, Steve oversees the firm’s investment strategies, focusing on building disciplined, long-term portfolios.

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Steve Trinh, CFA

Steve earned his Business Economics degree from UC Riverside while working for a leading Los Angeles engineering firm. That experience in a high-detail, technical role instilled an evidence-based approach he carries into his investment work today. After beginning his career in the traditional brokerage environment, Steve joined Navalign to manage assets within a fiduciary framework.

Outside of work, Steve is a car enthusiast and an avid deep-sea fisherman. He enjoys exploring the food scene in any city he visits, but spends most of his time at home spoiling his German Shepherd, Taro.

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Navalign Wealth Partners

15910 Ventura Boulevard,
Suite 1605
Encino, CA 91436

(855) 360-1080

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

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  • Why Navalign
  • Who We Are
  • What We Do
    • Financial Planning
    • Investment Management
    • Employer Retirement Plans
  • Who We Serve
  • Blog
  • Client Login