Anna Christine Bailey, CFP<sup>&reg;</sup> - Financial Advisor

Anna Christine Bailey, CFP®

Sage Investment Strategies

841 Broadway Street, Ste 211
Sheridan, WY 82801
(307) 314-3320 CONNECT WITH Anna
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General

Anna Bailey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Investment Strategies in Sheridan, WY and the surrounding communities.

Financial Advisor Overview

I am an independent financial advisor and owner of Sage Investment Strategies in Sheridan, Wyoming. I help folks plan for the future while enjoying the present.

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Financial Advisor Experience

After many years as a stay-at-home mom and business owner with my husband, I launched a career in finance. Though it was a late start, I fast-tracked my knowledge and credentials, and now have almost a decade of experience under my belt.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WY
  • Fixed annuities: WY
  • Variable annuities: WY

Broker-Dealer Disclaimer

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other entity.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth

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Helpful Financial Planning Resources