Our Qualifications

STEVEN J BAILEY CFP®, CLU, ChFC, CASL
Certified Financial Planner™ professional

Steve has over 20 years experience helping clients meet their financial objectives and specializes in financial and estate planning.  Steve has received some of the industries top designations including Certified Financial Planner (CFP® ), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living (CASL).  He graduated from Youngstown State University with a degree in finance and accounting and a minor in economics.

Steve lives in Salem with his wife and three children.  He currently is President of the Rotary Club of Salem,  on the Salem City School Board, on the Salem Community Foundation Board,  a member of American Portfolios Advisor Council, and coaches various youth sport teams.