Nilay Barefield
Wealth Management Advisor | Finance Enthusiast
- Role
- Wealth Management Advisor at Tax & Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Nilay Barefield
I’m like the Wealth Management Advisor who actually gets you. Whether you’re managing your business’s bottom line or saving for your future, I’m all about making sure you feel confident without having to wade through boring charts and spreadsheets. I’ll take the complicated stuff, break it down, and create a plan that makes sense to you—so you can focus on what really matters (like not worrying about money all the time).
Experience
Wealth Management Advisor
Jul 2024 — Present · San Diego, CA, US
5075 Shoreham Place, Suite 280 San Diego, CA 92122Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Education
San Diego State University
Bachelor of Arts - BA, Political Science
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