Intelligent Honest Financial Planning  

WHO WE ARE

Nan P. Bailey, MBA, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™  Professional
ACCREDITED  INVESTMENT FIDUCIARY™

Nan has been in the financial services industry since 1986. She founded Nan P. Bailey in 1990 to serve clients in the Larchmont community. Previously, Nan had been vice president of finance for several closely held businesses.

Nan is a Certified Financial Planner™ practitioner and a member of the Financial Planning Association (www.fpanet.org). In striving to maintain the highest standards possible, she earned her AIF® (ACCREDITED INVESTMENT FIDUCIARY™) designation from the Center for Fiduciary Studies (www.fi360.com) in 2005. She earned a B.A. from New York University and an MBA from Baruch College, majoring in Accounting. Her past service includes having served as president of the trustees at Larchmont Avenue Church, treasurer of the Lambda Legal and Defense Education Fund (www.lambdalegal.org), and treasurer of  In the Life Media, Inc. (www.inthelifetv.org).

As part of her commitment to excellence in providing services to her clients, Nan completed the curriculum and exam to become "Certified in Long-Term Care" in 2006.  Additionally, she attends wealth management symposiums and additional conferences to maintain her skills and stay abreast of industy innovations.

Nan has a 16-year-old son and a 11-year-old daughter. She enjoys sailing, spending her weekends between Montauk (taking long beach walks with her partner Maria) and Larchmont (enjoying her children's basketball, soccer, and baseball games).

Commonwealth Financial Network

In 2004, after an extensive search for an independent broker/dealer with superior service and an impeccable reputation, Nan associated with Commonwealth Financial Network. View more information on Commonwealth Financial Network.

CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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