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


The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

Read more
Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

Read more
The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

Read more