NPB Wealth Management - Who We Are 1

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

Nan has offered in-depth financial planning for more than 20 years and more recently adopted a wealth management consultative process specifically designed to meet the needs of same-sex couples and families. As the national debate on same-sex marriages continues, financial and legal challenges — and opportunities — exist which require additional attention and highly specialized expertise.

To maintain the highest standards possible, Nan is a CERTIFIED FINANCIAL PLANNER™ professional, member of the Financial Planning Association and has earned the prestigious AIF^® (ACCREDITED INVESTMENT FIDUCIARY™) designation. She received her BA from New York University and an MBA from Baruch College. Believing that giving back to the community is important, she has served as treasurer of Lambda Legal Defense Education Fund and is currently treasurer of In The Life Media, Inc. In the photo above, Nan is shown doing volunteer work for Habitat for Humanity.

On the home front, Nan and her partner, Maria reside in Larchmont, NY. Nan is the proud mother of an 18-year-old son in college and a 13-year-old daughter in middle school. In addition to delighting in each of her children's creative performances and sporting events, Nan enjoys sailing, kayaking, and hiking.

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 — a premier independent broker/dealer in the financial services industry.

CFP^®, CERTIFIED FINANCIAL PLANNER™ and

are 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.

Deborah A. Deckman

Deb joined NPB Wealth Management in January 2010 as Nan's "virtual" assistant and is thrilled to be able to support Nan in her niche market of offering excellent financial services to meet the needs of same sex couples and families. Deb works via fax, phone, e-mail and internet in an attempt to make Nan's life a little easier! She graduated with a bachelors in Financial Economics from Millersville University in 2004, has 10 years experience in the financial services industry, and holds a PA insurance license and series 6 securities registration. Deb lives in the mountains of central Pennsylvania with her husband Matt, son Hunter, daughter Kailey, and the family will be joined by new son Maddox this summer.