A. Sean  Bailey,  CFP<sup>&reg;</sup> - Financial Advisor

A. Sean Bailey, CFP®

Financial Consultant

Bailey Wealth Services

1604 Hewitt Ave, Suite 704
Everett, WA 98201
FINANCIAL ADVISOR'S WEBSITE
(800) 210-0600
(425) 252-4032

General

A. Sean Bailey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bailey Wealth Services in Everett, WA and the surrounding communities.

Financial Advisor Overview

A. Sean Bailey, CFP® has been involved in the financial services industry since 1991. He centers his business on advanced financial, estate, and retirement planning from a net perspective. He currently teaches “Rejuvenate Your Retirement” at Everett Community College’s Corporate and Continuing Education Center.

Sean’s mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. His goal is to help them develop, implement, and monitor a financial strategy considering economic and governmental changes to improve their financial future.

Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington. Sean is a Registered Principal and Investment Advisor Representative with LPL Financial. He is a Certified Financial Planner™ Practitioner. Sean is a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group.

LPL Financial is the nation’s largest independent broker/dealer (as reported by Financial Planning magazine, June 1996—2013, based on total revenues). LPL Financial is headquartered in Boston, Charlotte, and San Diego.

Securities offered through LPL Financial. Member FINRA/SIPC
For a list of states in which I am registered to do business, please visit www.lpl.com/sean.bailey .

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Financial Advisor Experience

Since 1991

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Estate Planning, Investment Management, Job Loss, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources