Trusted Financial Advisor

Mrs Nayivi Veronica Velez CFP

Mrs Nayivi Veronica Velez CFP

Avalan, LLC

2945 Townsgate Rd Ste 120, Westlake Village, CA

90% Trust Score
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Compensation
None Provided
Min. Assets
$500,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Planning, Wealth Management, Women's Finances, Young Professionals

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor