About

Lama Almatrafi is the founder of Aligned Wealth. Her background includes wealth management at Merrill Lynch and Fidelity, a degree in Human Factors Psychology, and certifications in personal training, nutrition, and yoga.

Her work is built on a simple observation: when people are stressed, overwhelmed, or burned out, their physiological state can interfere with clear financial decision-making. When finances feel unsettled, that strain can also affect health, clarity, and quality of life.

She works privately with clients to assess their financial situation, identify what is shaping their decisions, and build the structure needed to move forward with more clarity and intention.