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


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 …

Read more
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 …

Read more
The Legacy Plan Disruptor No One Talks About: Long-Term Care

You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.

Read more