Nayivi Veronica Velez

Employer firm

Village Wealth Advisors CRD 296866

$258M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2019
  Avalon, Llc
  Santa Barbara, CA
• 10/2018 → Present
  Our Wealth Guides Dba Village Wealth Advisors
  Westlake Villiage, CA

Previous Registrations

• 2016-03-03 → 2019-11-08
  Avalan, Llc
  Westlake Village, CA
• 2012-11-01 → 2016-04-07
  Alexandria Capital
  Woodland Hills, CA
  Arlington, VA
  Westlake Village, CA

Designations

• Certified Financial Planner

Other Names

• Nayivi Velez
• Nayivi V Velez