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.
Education and Certifications
Who I work with
What guides my approach
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.
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About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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30 Years in Business
$22.5 billion AUM4
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