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 25 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.
Nan P. Bailey is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places her among the top 29 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
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 same-sex couples and families. 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 Hillsborough, New Jersey, 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.