James Risalvato
Financial Advisor
With nearly a decade of experience helping to build comprehensive financial plans for clients, United States Navy veteran James Risalvato is an advisor in Allworth’s Dallas, Texas, office. After six years of active duty as a flight engineer (P-3C Orion), James left the military and went on to attain his undergraduate degree, which he soon followed up by earning a Master of Arts degree in Applied Economics. An ongoing volunteer for Heart of America Stand Down, which specializes in assisting homeless veterans, when asked about his philosophy of advising, James said: “I’ve always been a natural when it comes to numbers, time, duration, and advanced calculations, and because I enjoy all types of people, I feel blessed to have identified a career that enables me to help people live better lives and achieve their financial goals.” With hobbies that include cooking gourmet Sicilian food, travel, and collecting rare whiskeys, James and his wife, Stephanie, had their first child in the fall of 2023.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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