Nan P. Bailey, MBA, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™ Professional | Accredited Investment Fiduciary®
From wealth management to financial planning and retirement strategies, Nan has been helping her clients make smart decisions for more than 30 years. As an independent wealth manager and Investment Adviser Representative of Commonwealth Financial Network®, Nan stays true to her core values, trust, and integrity, while delivering exceptional service.
To maintain the highest standards possible, Nan is a CERTIFIED FINANCIAL PLANNER™ professional, member of the Financial Planning Association, and a holder of the prestigious Accredited Investment Fiduciary® (AIF® ) 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 In The Life Media, Inc. Currently, she serves on Lambda Legal's Guardian Society Council.
In 2004, after an extensive search for an independent broker/dealer with superior service and an impeccable reputation, Nan decided to associate with Commonwealth Financial Network®, a premier independent broker/dealer in the financial services industry. She recently celebrated her 15th Anniversary with Commonwealth.
Administrative Support Specialist
Diane joined NPB Wealth Management in May 2013 as Nan's administrative support specialist and is thrilled to be able to support Nan in her niche market of offering excellent financial services to meet the needs of her clients. She is here to help investors feel comfortable seeking guidance with their financial goals and assist them in a knowledgeable, courteous, and professional manner.
Diane lives in Easton, Pennsylvania, with her husband, Ian; her three children, Michael and twins Cerys and Owen; and two Japanese Chins. She enjoys music, dancing, movies, and spending time with her family and friends, as well as visiting relatives in Germany and Wales.