About

Nilay Barefield is a Wealth Management Advisor who combines nearly a

decade of financial expertise with a genuine passion for guiding both

individuals and businesses to achieve their financial goals. Her journey

into finance was inspired by a joy of helping clients understand their

financial future.

Nilay graduated from San Diego State University with a degree in Political

Science, focusing on International Security and Conflict. This

background, complemented by an enriching internship with the United

Nations, gave her a unique perspective on complex problem-solving and

global dynamics. These experiences laid the groundwork for her

approach to wealth management: strategic, informed, and client

focused.

What truly fuels Nilay’s work is her love for educating clients and

supporting them. Whether it’s planning for retirement, managing

investments, or achieving personal financial goals, Nilay is dedicated to

guiding her clients every step of the way. She is passionate about

empowering her clients to make informed decisions by breaking down

complex financial concepts into actionable steps.

Her approach is deeply personal. Nilay believes in building strong,

trusting relationships with her clients, celebrating their successes and

achievements. For businesses, this means understanding their specific

goals and challenges and creating strategies that drive growth and

financial stability.

Outside of her professional life, Nilay enjoys exploring the world with a

sense of adventure. She’s traveled to cities like Rio de Janeiro, Seoul,

Istanbul, Tokyo, and Madrid, each destination adding to her cultural

experiences. At home, she loves reading, practicing Pilates, and

spending relaxing days at the beach with her husband and their

Doberman, Theodore.