Westlake Village, CA Office
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Village Wealth Advisors
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Firm-wide stats for Village Wealth Advisors
About
Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, serving roughly 240 client relationships through a four-advisor team and managing about $258 million in discretionary assets. Services described in the brochure include multi-component and modular financial planning (cash flow, retirement, education, tax and estate considerations), ongoing portfolio supervision, and periodic educational workshops offered at no charge.
The firm describes an investment approach grounded in Modern Portfolio Theory and fundamental analysis, with diversified allocations across domestic and international equities, fixed income and real estate, and a heavy use of mutual funds and ETFs. Its brochure also discusses use of leveraged and inverse ETFs and structured notes and highlights risks associated with borrowing and leverage, and it notes the firm will manage accounts on a discretionary basis and may monitor or provide recommendations for “held-away” accounts (including considering those values when assessing total advisory relationships).
Compared with many peers, the firm emphasizes complimentary educational seminars and formal client reporting (quarterly performance reports calculated using time-weighted and internal rate of return methods, reviewed by senior compliance), and it operates with a small supported adviser count relative to its asset size. The brochure also discloses reliance on a third-party custodian program for trade execution and operational support and explains the firm’s review process for custodian services and potential conflicts arising from custodial benefits.
Based on Village Wealth Advisors
Expertise
Based on Village Wealth Advisors
Location
2945 Townsgate Road, Suite 120
Westlake Village CA 91361
Advisors at this office
3
Advisors at this office
Jon C
CFP®, Series 63, Series 65
Westlake Village, CA
Village Wealth Advisors
Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.
Andrew B
Series 65
Westlake Village, CA
Village Wealth Advisors
Andrew Brooks is a financial advisor at Village Wealth Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Avalan, LLC and B&B Premier Insurance Solutions, Inc. Outside of his advisory role, he is involved with Pizzola Insurance as an insurance producer. Village Wealth Advisors provides financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified allocations across various asset classes and incorporating tax-efficiency and risk considerations.
Nayivi V
CFP®
Westlake Village, CA
Village Wealth Advisors
Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.
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