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.
