Nan P. Bailey,  CFP<sup>&reg;</sup> - Financial Advisor

Nan P. Bailey, CFP®

AIF®

NPB Wealth Management

56 Sherwood Dr
Larchmont, NY 10538
(914) 834-9105

General

Nan Bailey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at NPB Wealth Management in Larchmont, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Investment Fiduciary (AIF), Certified i

Insurance Licenses

  • Life insurance: NY, CT, NJ
  • Health/disability insurance: NY, CT, NJ
  • Fixed annuities: NY, NJ, CT
  • Variable annuities: NY, NJ, CT

Broker-Dealer Affiliation

Commonwealth Financial Network

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources