Align Advisors Information
Contact top employees from
Align Advisors
Summary
Intentional investing is what we practice at Align. We believe that aligning financial plans and products with personal values and well-defined objectives is critical to achieving success. In short, w...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Personal Retirement Planning, Seminars & Employee Education, Corporate 401(k) Services, Insurance & Annuities
Founded
2007
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Align Advisors shows a diverse range of experience levels:
17% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years17% for 5–7 years8% for 8–10 years25% have over 11 years of service at Align AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
Align Advisors
David Graves
Operations Manager
Anthony Cazillo III
Marketing and Service Coordinator
Janel Cross
Managing Partner, Align Wealth Strategies LLC
Tyler Stief
Associate Financial Advisor
Jesse Steffy
Advisor
Aisha Kamanu
Administrative Assistant
Erik Laymon
Portfolio Analyst & Planning Services Manager
Emily Ziegler
Paraplanner
Thomas Cross
Director of Participant Services
James Werst
Partner & CEO / Financial Adviser
Nicolas Lopez Erazo
Plan Services Coordinator
Hayden Bond
Intern
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FAQ
Align Advisors operates in the Financial Services industries. More details can be found on the official website: alignretire.com.
The headquarters of Align Advisors are located in Lancaster, United States.
You can contact Align Advisors by phone at 7177402630.
Align Advisors currently employs 10-50 people.
