Nayivi Velez, CFP® Village Wealth Advisors

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About Nayivi Velez, CFP®

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor.

Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.

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Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fee: $250+/engagement
  • Hourly Fee: $25+/hr
  • AUM: 1.0%

SEC Records

States Registered

  • California

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