Nayivi Velez, CFP® Village Wealth Advisors
- 2945 Townsgate Road, Suite 120, Westlake Village, CA 91361
- (805) 603-4960
- vasb@ivyyntrjrnygunqivfbef.pbz
- https://www.villagewealthadvisors.com
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.
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
